James M. Wolfsberg
Senior Vice President - Investments @Wells Fargo Advisors
Boston, MA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2020 — Present
Senior Vice President - Investments @Wells Fargo Advisors
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Boston, MA, US
We work with family offices, PE/VC/RE executives and entrepreneurs managing complicated wealth.
EDUCATION
N/A
College of the Holy Cross
BA
ABOUT JAMES M. WOLFSBERG
Hi there — I’m Jim (James) Wolfsberg. I’m the Founder of Personal CFO Partners (PCP), I…
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