James Piangozza, CFA, CFP®MANAGING DIRECTOR
Prior to joining United Capital, James was the Chief Investment Officer for Total Financial Advisors, LLC, and a Principal in the firm.
James’ tenure in financial services began in 1995, working with Tower Square Securities, Inc. (a Travelers and then a Citigroup subsidiary), and, later, PricewaterhouseCoopers. He has experience overseeing the investment management process including asset allocation policy, security analysis, and construction of portfolio strategies.
James holds a master’s degree in accounting from the University of North Carolina at Chapel Hill and earned his bachelor’s degree from Duke University. He has been a CFA® charterholder since December 2006, and a CERTIFIED FINANCIAL PLANNER™ professional since September 2009. He is also licensed in New York as a Life, Health, and Annuity Agent. James is a member of Ed Slott's Elite IRA Adviser Group*, which is a private IRA study group of professional financial advisors.
James currently resides in Commack, New York.
*Ed Slott's Advisory Group is a group of financial professionals who pay a fee to attend a seminar that explores regulations, tax updates, and other issues regarding individual retirement accounts. Membership does not qualify a financial professional to provide investment recommendations or advice. Inclusion of a wealth manager in any award program is not indicative of future investment success. Ed Slott's Advisory Group and United Capital, are separate and 2qunrelated companies.