Jim is a Chartered Financial Analyst. He manages the portfolio and investment strategy for clients by using a strong fundamental approach and technical analysis. With over 40 years of relevant industry experience in investment banking, institutional sales and private wealth management, Jim works well with sophisticated High Net Worth clients who value his ability to source the best new ideas from the vast pool of research and trading opportunities.

James Gellman
Director, Wealth Management & Investment Advisor
Richardson Wealth
Canada, Ontario, Toronto
About Me
Profile Information
Director, Wealth Management & Investment Advisor
Richardson Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Toronto
Ontario
Canada
Feb 28, 2025
More profiles to browse
Paul M. Mckenna
Wealth Advisor, Investment Advisor
Elizabeth Mahabir
Investment Advisor
Rory O'Connor
Senior Portfolio Manager & Investment Advisor
Jack James
Portfolio Manager, Associate Investment Advisor
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management