James Pieper

Paraplanner at Krilogy

James Pieper is currently a Paraplanner at Krilogy. Prior to that, they worked as a Client Services Manager at Moneta Group from November 2018 to April 2021. Before that, they were an Analyst at Tradebot from June 2017 to October 2017.

James Pieper received a Bachelor of Science in Civil Engineering from the University of Illinois Urbana-Champaign. James then went on to earn a Master's degree in Finance from the University of Missouri-Kansas City.

They work with John Rhodes - Financial Planner, Jacob Steingrubey - Financial Planner. James Pieper reports to Nathan Holt, Sr. Wealth Advisor, Advisor Growth & Development.

Timeline

  • Paraplanner

    Current role