Jim Madden
Private Wealth Manager @Wealthcare
Wayne, PA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2023 — Present
Private Wealth Manager @Wealthcare
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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
N/A
Wake Forest University
B.A.
ABOUT JIM MADDEN
Wealth Management Professional
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