James Vitalie

Executive Chairman @Tactive

Englewood, CO, US
MOBILE NUMBERS
+12•••••••03

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WORK HISTORY

Apr 2023 — Present

Executive Chairman @Tactive

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Tactive Advisors is a forward-thinking Registered Investment Advisor (RIA) firm designed to provide compliance, marketing, asset management and business growth solutions for investment professionals. As Executive Chairman, Jim guides the firm’s strategic direction, ensuring that Tactive delivers industry-leading support, innovative technology, and scalable solutions for financial advisors.Tactive equips financial professionals with: Turnkey RIA solutions – A streamlined approach to managing client assets. Compliance & regulatory support – Ensuring advisors remain compliant with industry regulations. Marketing & brand building – Helping advisors establish a strong online presence and attract clients. Technology-driven solutions – Automating processes to increase efficiency and scalability.Tactive empowers financial professionals to focus on their clients while we handle the backend complexities of running a successful advisory business.

SKILLS

EtfsMergers & AcquisitionsFixed AnnuitiesSeries 6InsuranceSeries 24Asset ManagementSeries 7StrategySeries 63Wealth ManagementRetirement PlanningMarketing StrategyInvestmentsRetirementStrategic Financial PlanningInvestment StrategiesAlternative InvestmentsPrivate EquityHedge FundsFinanceRelationship ManagementAsset ManagmentSecuritiesPortfolio ManagementFinancial ServicesAsset AllocationMutual FundsEquitiesTradingWealth Management Services

ABOUT JAMES VITALIE

A seasoned leader in the financial services and digital marketing industries, Jim Vitalie…

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