James Duffy

James Duffy, CFA has work experience as a Senior Investment Analyst at CAPTRUST since February 2021. Prior to that, they worked at Cammack Retirement Group as an Associate Research Analyst from August 2017 to February 2021. James also worked at Principal Financial Group as a Financial Advisor's Assistant from May 2014 to September 2015.

James Duffy, CFA pursued a degree in Business Technology Management from NYU Tandon School of Engineering, starting in 2013 and completing in 2017. In addition to their degree, they obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute in August 2021. James also acquired the Series 65 certification from FINRA (Financial Industry Regulatory Authority) in January 2018.