James Rhodes

James Rhodes, CFA, CFP, CAIA, possesses extensive experience in the financial services and real estate industries. Currently, James serves as an Agent at New York Life Insurance Company and a Financial Services Professional at NYLIFE Securities LLC, offering a range of insurance and investment products. Previous roles include Business Development Executive at Douglas Elliman Real Estate, Head of Bank Balance Sheet Strategy at Maxim Group, and Head of Interest Rate Solutions at UBS Wealth Management. James has also held strategic positions in commercial mortgage-backed securities and sovereign debt strategies at various financial institutions. Academic credentials include a BS in Economics from the University of Pennsylvania and an MBA and MS in Finance and Statistics, respectively, from New York University.