Focus Partners Wealth
James C. is an experienced finance professional currently serving as a Portfolio Manager at Focus Partners Wealth since September 2024. Prior to this role, James held positions as a Portfolio Manager and Research Analyst at HoyleCohen Wealth Management from September 2020 to September 2024, as well as a Portfolio Administrator/Project Manager at Stellar Capital Management, LLC from January 2019 to September 2020. James began a career in finance at Charles Schwab, where responsibilities included acting as a Finance Specialist and Broker from November 2012 to May 2015. Earlier experience includes roles as an Associate Financial Advisor at Empirical Wealth Management and Project Manager at Stellar Capital Management, along with various internships and entrepreneurial ventures. James holds a Master of Science in Business Analytics and a Bachelor of Science in Finance and Economics from Grand Canyon University.
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