Gladstone Wealth Partners
James Herlein is a seasoned finance executive with extensive experience in financial leadership roles across various sectors. Currently serving as Chief Financial Officer at Gladstone Wealth Partners since December 2021, James is responsible for building the financial function to support the company's growth as a leading independent advisory firm. In addition to this role, James has operated Herlein Design Consulting since October 2017, focusing on optimizing organizational efficiency through seamless integration of data systems. Previous positions include Senior Vice President of Finance at SelectQuote Insurance Services and CFO of the Retail division at Edelman Financial Engines, where James managed significant finance operations, budgeting, forecasting, and strategic growth initiatives. James holds a Bachelor of General Studies in Finance from The University of Kansas and an MBA in Finance from Avila University.
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