James Marks
About James Marks
James Marks serves as the President and CEO of WealthHub Solutions, Inc., where he has worked since 2016. He has a diverse background in finance and technology, including significant roles in developing online financial databases and leading initiatives in the wine industry and specialty insurance.
Work at WealthHub Solutions
James Marks serves as the President and CEO of WealthHub Solutions, Inc., a position he has held since 2016. Under his leadership, the company focuses on providing technology tools tailored for the trust industry and family offices. WealthHub Solutions is located in Plymouth Meeting, Pennsylvania, and aims to enhance operational efficiency and client service within the financial sector.
Education and Expertise
James Marks studied Art History at Swarthmore College, where he earned a Bachelor of Arts degree from 1980 to 1985. He also attended Harriton High School from 1977 to 1980. His educational background supports his extensive experience in finance and technology, particularly in the fintech sector.
Background in Financial Technology
Marks played a pivotal role in developing one of the first online financial databases at SNL Securities in 1987. He also started the first fintech practice on Wall Street while working as an equity analyst at Credit Suisse First Boston (CSFB) in 1996. His career reflects a strong commitment to innovation in financial technology.
Leadership Roles in Various Industries
James Marks has held several leadership positions throughout his career. He served as President of WineAccess for six months in 2013, where he gained experience in direct marketing within the wine industry. Additionally, he was President at Marks Baughan & Co. from 2004 to 2013 and a Partner at Keystone Risk Partners from 2002 to 2021, contributing to the specialty insurance sector.
Achievements in Investment Banking
Marks co-founded Marks Baughan & Co., a boutique investment bank specializing in financial and legal technology, in 2004. His work in investment banking and fintech has established him as a notable figure in the industry, particularly in developing innovative solutions for complex financial needs.