Jim Scanlan

Jim Scanlan, CFA has extensive work experience in the finance industry. Jim is currently serving as the President of Apella Wealth since July 2022. Prior to this role, they worked as the Director of Finance and M&A and Director of M&A at Apella Wealth. Jim also held the position of Associate Director, M&A at Apella Wealth.

Before joining Apella Wealth, Jim worked as the Director of Research at RMC Investment Advisors from January 2017 to May 2019. Jim started their career as an Investment Banking Analyst at BMO Capital Markets from June 2015 to January 2017.

Jim gained valuable experience through internships at RMC Investment Advisors and State Street Global Advisors. At RMC Investment Advisors, they served as a Wealth Management Intern from May 2013 to September 2014. At State Street Global Advisors, they worked as an Investment Solutions Intern from September 2013 to January 2014.

Additionally, Jim has teaching experience as a Teaching Assistant at Stonehill College, where they assisted in Business 101 & Managerial Accounting from September 2012 to January 2014.

Jim Scanlan, CFA completed their Bachelor of Science in Business Administration (B.S.B.A) with a focus on Finance and Accounting from Stonehill College between 2011 and 2015. Additionally, they obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute in September 2019.