James Escobar, CFP®, is a Wealth Advisor at Corient, where they focus on providing individualized wealth management strategies for successful professionals, such as physicians and attorneys. They have held leadership positions at notable firms including Citigroup, Geneva Advisors, and J.P. Morgan Private Bank, emphasizing a commitment to client excellence and innovative financial solutions. James has an MBA from the Thunderbird School of Global Management and is pursuing further education in the Certified Financial Planner™ program, as well as a Bachelor of Science from the University of Illinois at Urbana-Champaign.
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