CoverProfile

James Peters

Co-Chairman, Investment Committee & Managing Director

RPg Family Wealth Advisory

United States, Alabama, Birmingham

About Me

Jim joined Risk Paradigm Group in July 2016 as Senior Portfolio Manager, Co-Chair Investment Committee. Jim has over 40 years of experience providing financial advice to corporations, non-profit organizations and individuals. As Managing Director and Co-Chair Investment Committee, Jim is responsible for macroeconomic policy, which drives portfolio asset allocation decisions and is a member of RPg’s investment committee. Prior to joining RPg, Jim founded TAG, an independent Registered Investment Advisor. Prior to being an independent RIA, TAG was a boutique money manager within UBS Financial Services where Jim also served as a member of the firm’s national investment consulting services Ad

View more

Profile Information

Co-Chairman, Investment Committee & Managing Director

RPg Family Wealth Advisory

Investment Team,Operations Team

Investor

Multi-Family Office

Birmingham

Alabama

United States

Jul 4, 2024

More profiles to browse

Profile Photo
David M. Gatti
Chief Executive Officer, Chief Investment Officer and Founding Partner
Profile Photo
Bill Eaton
Senior Managing Director
HM
Hugh Maginnis
Director Wealth Management
MG
Mitchell Goldfeld
Senior Managing Director

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation