James Naldi Cfa, Caia, Cima®

James Naldi, CFA, CAIA, CIMA®, has a diverse work experience in the financial industry. James is currently working as the Director of Research and Portfolio Construction at Independent Financial Group, LLC since 2022.

Prior to this, James held several roles at Allianz Global Investors, including Director of Lead Client Advisor, Director of Head of Product Specialist Services US, Vice President of Product Specialist, and Associate of Product Management Research Analyst. In these roles, they provided asset allocation, portfolio construction, and risk advisory services to clients, developed sales strategies and analytical tools, and managed a team responsible for sales support materials and product performance reviews.

Before joining AllianzGI, James worked at Prudential Financial as an Annuity Specialist, where they advised financial advisors on variable annuity products and handled client inquiries. James also has experience as a Financial Advisor at Bear Stearns Companies, where they specialized in equity, fixed income, and money management.

Overall, James Naldi's work experience demonstrates their expertise in investment analysis, sales support, and client advisory services in the financial industry.

James Naldi, CFA, CAIA, CIMA®, obtained their Bachelor of Science degree in Finance from Fairfield University in 2003. James then pursued further education and completed their Master of Business Administration in Finance from St. John's University, The Peter J. Tobin College of Business in 2009.

In addition to their educational background, James Naldi has achieved several certifications. James obtained the Chartered Financial Analyst (CFA) designation from the CFA Institute in November 2022. James also holds the Certified Investment Management Analyst (CIMA) certification, which they obtained from the Investments & Wealth Institute in December 2019. Furthermore, James obtained the CAIA Charterholder designation from the CAIA Association in November 2018.

Although there is mention of the Series 66 and Series 7 certifications, no information regarding the obtained month or year is provided.