James Acuna

James Acuna has extensive experience in wealth management, currently serving as Senior Manager at Vanguard since October 2005, where responsibilities have included managing financial advisors and integrated client services. Prior roles at Vanguard include Manager in Personal Advisor Services and Supervisor in the Business Development Group, focused on coaching teams and high-net-worth clients. Acuna also has experience as an Inside Sales Investment Consultant and in Institutional/Participant Services, enhancing client relationships and service quality. Previously, Acuna worked as a Legislative Assistant for the New York State Senate. Academically, Acuna holds a Master's degree in Secondary Education and Teaching from The College of Saint Rose and a Bachelor's degree in Political Science and Business from the University at Albany.