Certified Investment Management Analyst

James holds the Certified Investment Management Analyst (CIMA®) certification. CIMA® professionals provide objective investment advice and guidance to individuals and institutions. CIMA® certificants meet qualification standards to manage the investments of a variety of individuals and institutional clients:
  • Individuals and families
  • Nonprofit endowments/foundations
  • Retirement plans and other institutional organizations
  • Taft-Hartley plans