Andrew Rosen

James Witner

Investment Analyst

As an Investment Analyst, James supports Diversified Lifelong Advisor’s Investment Committee and the investment side of the Lifelong Financial Planning Process. James helps in the research of investment strategy and portfolio management as well as portfolio implementation, Ad Hoc research and reporting for tax planning, retirement planning, and insurance products. James has extensive training in Thinkpipes, an options and equity trading platform offered through TD Ameritrade as well as Orion Advisor Services, a portfolio accounting and management.

James graduated from West Chester University in 2019 with a B.S. in Finance and Business Management and currently holds the series 65 license.

James currently resides in Malvern, Pennsylvania. He enjoys the outdoors, whether it be playing a round of golf or relaxing by the pool. He also enjoys rooting for Philadelphia sports teams, or complaining about them, usually the latter.

 

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