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James Ferrare

Managing Principal

Wealth Advisor


James F. Ferrare is an Investment Advisor, Principal and President of Withum Wealth Management. He has over 30 years of finance experience and holds the Chartered Financial Analyst® (CFA®) and Certified Public Accountant (CPA) designations. Jim is a member of the New York Society of Security Analysts (NYSSA) and the CFA Institute. He received his bachelor’s degree in accounting from Buffalo University and has a comprehensive background in lifestyle planning, wealth counsel, and tax-sensitive portfolio management. As an Investment Advisor, Jim helps clients understand and manage investments as they enter new stages of life, such as a business transition, retirement planning, divorce, death of spouse, and inheritance. In December of 2013, Jim was inducted into Research Magazine’s Investment Advisor Hall of Fame.

 

In addition to his position at Withum Wealth Management, Jim is an Executive Vice President and Board Member at Pinnacle Associates Ltd., a Withum Wealth co-founder. Before joining Pinnacle Jim was a Senior Portfolio Manager at Manchester Capital Corporation, a registered investment advisor (RIA). He was also a General Partner at Davidson, Weil Associates, an investment partnership specializing in asset allocation for affluent individuals and institutions. He earned his required CPA accounting experience at Oppenheim, Appel, Dixon & Co., a certified public accounting firm specializing in the securities industry.