Jim Madden
Wealth Management Professional
- Role
- Private Wealth Manager at Wealthcare
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Private Wealth Manager
Jun 2023 — Present
Holistically manage a small number of UHNW family relationships. Specializing in entrepreneurs and closely held businesses. Investment management and analysis, tax, banking and business consulting, wealth transfer, multi-generational planning, philanthropy and other family office services.
Education
Wake Forest University
B.A.
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.