James Marks, CFP®, CWS®

  • Private Wealth Advisor
Photo of James Marks


As a Private Wealth Advisor, James focuses in advisory and planning services to family owned businesses in the Pittsburgh region.

Prior to joining the firm, he spent eight years managing clients' investments at BNY Mellon.

James holds the Certified Financial Planner™ and Certified Wealth Strategist®(CWS®) designations.

James resides in Gibsonia, PA, and enjoys traveling, cooking, being outdoors and spending time with his family. James is an avid Pittsburgh sports fan.