Professional Summary
Professional Overview
James Cantwell is an experienced financial services professional and entrepreneur, with a strong focus on wealth management and investment advisory services. As the Founder of multiple successful ventures, he leverages his deep industry expertise to drive innovation and deliver exceptional client outcomes.
Experience Summary
Current Roles
As the Founder of WealthTech Select, James is responsible for leading the strategic direction and day-to-day operations of this cutting-edge wealth management technology platform. In this role, he oversees the development and implementation of proprietary tools and solutions that empower financial advisors to streamline their practices and enhance client experiences.
James also serves on the Board of Advisors for both Bountisphere and Aspen Standard Wealth, where he provides strategic guidance and subject matter expertise to support the organizations' growth and industry leadership.
Additionally, James is the Co-Owner of The Cantwell, a boutique advisory firm that offers personalized wealth management and investment advisory services to high-net-worth individuals and families.
Previous Experience
Prior to his entrepreneurial ventures, James held various leadership positions within the financial services industry. He was a Senior Wealth Advisor at a respected global investment firm, where he managed a portfolio of high-net-worth clients and developed customized financial strategies to help them achieve their long-term goals.
James also spent several years as a Financial Analyst at a leading asset management firm, where he conducted in-depth research and analysis to inform investment decisions and portfolio management.
Academic Background
James holds a Bachelor of Science degree in Finance from the University of Arizona, where he graduated with distinction and was recognized for his academic excellence.
Areas of Expertise
- Wealth Management
- Investment Advisory Services
- Financial Planning
- Fintech and Wealth Technology
- Strategic Business Development
- Client Relationship Management
- Financial Analysis and Research
Professional Impact
Throughout his career, James has demonstrated a strong commitment to innovation and client service. As the Founder of WealthTech Select, he has spearheaded the development of cutting-edge technology solutions that have streamlined operations and enhanced the client experience for financial advisors across the industry.
In his advisory roles at Bountisphere and Aspen Standard Wealth, James has provided valuable insights and strategic guidance that have contributed to the organizations' growth and industry leadership.
Conclusion
With his extensive experience, entrepreneurial mindset, and unwavering dedication to excellence, James Cantwell is poised to continue driving innovation and delivering exceptional value within the financial services industry. As he navigates the next phase of his professional journey, he remains focused on leveraging his expertise to create transformative solutions and foster sustained success for his clients and partners.
