James Virgo
About James Virgo
James Virgo is the Senior Vice-President and Lead Portfolio Manager at Wellington Altus Private Wealth, holding CFA and CFP designations, as well as an MBA degree.
Senior Vice-President & Lead Portfolio Manager at Wellington Altus Private Wealth
James Virgo serves as the Senior Vice-President and Lead Portfolio Manager at Wellington Altus Private Wealth. In this role, he oversees investment strategies and manages portfolios, ensuring clients receive tailored financial advice and asset management services. His position involves leading a team of financial professionals, guiding them in delivering high-quality wealth management solutions.
Certified Financial Analyst (CFA) Designation
James Virgo holds a CFA designation, which demonstrates his expertise in financial analysis, portfolio management, and investment strategies. The CFA credential is a globally recognized certification that highlights his commitment to maintaining a high standard of professionalism and ethical practice in the finance industry.
Certified Financial Planner (CFP) Designation
James Virgo also holds a CFP designation, which confirms his proficiency in financial planning, including retirement, tax, and estate planning. The CFP certification ensures that he is equipped to provide comprehensive financial advice and develop detailed financial plans tailored to clients' specific needs and goals.
MBA Degree Holder
James Virgo has completed an MBA degree, which has provided him with advanced knowledge and skills in business management, strategy, and operations. This educational background enhances his ability to lead effectively and make informed decisions in the dynamic landscape of private wealth management.