Belmont Private Wealth
James Pieper, CFP®, is a well-established financial professional currently serving as Partner and Founder at Belmont Private Wealth since July 2024. Prior experience includes roles as Associate Wealth Advisor at Krilogy from April 2021 to June 2024 and Client Services Manager at Moneta Group from November 2018 to April 2021. James Pieper began their career as an Analyst at Tradebot from June 2017 to October 2017. Educational qualifications include a Bachelor of Science in Civil Engineering from the University of Illinois Urbana-Champaign (2012-2016) and a Master's degree in Finance from the University of Missouri-Kansas City (2016-2017).
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Belmont Private Wealth
Serving business owners and their families with purity of intent and providing the guidance needed to make informed financial decisions.