Jim Madden

Private Wealth Manager @Wealthcare

Wayne, PA, US
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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