James J. Di Gesu is a seasoned financial professional with extensive experience in wealth management and tax planning. Currently serving as a Senior Wealth Advisor at Belpointe Asset Management since May 2019, James previously held positions including Professor Adjunct in Business Studies at Felician University and Wealth Manager at Wealth Health, where comprehensive financial planning was a primary focus. Prior roles encompass Tax Manager at Rothstein Kass, Vice President at BNY Mellon providing personal financial planning, and Senior Manager at KPMG Peat Marwick, where support was given to international executives. James also directed a financial planning program for senior executives at CLARFELD & COMPANY and was a Tax Manager at Deloitte. Academically, James holds a BS in Business Administration with a focus on Accounting from Seton Hall University and an MBA in Finance - Investment Management from Fairleigh Dickinson University.
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