Jim Sonneborn, CFA, CFP®, CDFA, is a Partner and Wealth Advisor at CORIENT, where they have worked since 2006. With over 35 years of experience in managing investment portfolios and providing financial advice, Jim specializes in philanthropic strategies and nonprofit financial consulting. They have held key roles at several financial institutions, including US Trust and Wachovia, and actively serve on multiple nonprofit boards, contributing their expertise to various charitable organizations. Jim earned a BA in Business from Western Colorado University and an MBA in Finance from Drexel University.
Location
Morristown, United States
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