Apella Wealth
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.
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Apella Wealth
At Apella, our focus is You. We're an employee-owned firm of financial advisors who deliver innovative planning and investment solutions built on independent, evidence-based thinking. Instead of speculation and guesswork, we use insights drawn from academic research and decades of data to build portfolios and plans that put science on your side. We are passionate about working with our clients and helping them achieve their most important goals. Disclosure: Apella Capital, LLC, DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. No one should assume that any discussion or information contained in this material serves as a receipt of, or as a substitute for, personalized investment advice. Apella Wealth does not approve or endorse any third-party communications posted on this site and will not be liable for any such posts.