James Unger

James Unger is a seasoned financial professional with extensive experience in portfolio management and financial advising. Currently serving as a Portfolio Manager at SugarFoot Advisors, LLC since January 2023, and a Financial Advisor at Creative Financial Group since January 2019, James has developed a strong expertise in asset management. Previous roles include internships at NewSquare Capital, LLC focusing on fixed income research, and at The Haverford Trust Company, where contributions involved creating diversified fixed income portfolios. James also gained programming and development experience as an intern at Benepath, Inc., alongside earlier internship experience with Creative Financial Group. James holds a Bachelor of Arts in Economics from Penn State University.