James Scalfaro
Portfolio Counselor @Fisher Investments
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WORK HISTORY
Portfolio Counselor @Fisher Investments
EDUCATION
Lehigh University College of Business
Finance
Seton Hall University
BS in Business Administration, Finance
SKILLS
ABOUT JAMES SCALFARO
As a Financial Advisor, I leverage my 10+ years of experience in institutional sales and trading to provide tailored solutions and guidance to a diverse client base. I am passionate about building and maintaining strong relationships with my clients, understanding their needs and goals, and delivering exceptional service and value. I have a proven track record of generating revenue, identifying opportunities, and executing trades across credit and equity products, including distressed, high yield, public and private securities, SPACs, special situations, and bankruptcy situations. I hold the Series 7, 63, 66, and 57 licenses, as well as Life and Health insurance.
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