James Gerald Harper

Chief Trader

Harper is a Senior Wealth Advisor who is committed to providing his clients with detailed and tailored financial advice. His 18 years of expertise have been marked by personal attention and a goal-oriented approach to investment management. Harper’s purpose as an experienced wealth advisor is to truly understand his clients' objectives in order to serve them with the highest level of care and consideration.

Harper has a solid understanding of the financial markets, following a 10 year stint with Credit Suisse where he provided financial advising, stockbroking, and retirement portfolio management, Harper joined Aldwin Callen in 2016.

Harper, who is originally from Cambridge, UK, earned a bachelor's degree in finance from The University of Cambridge.

Harper is a caring father and husband and is active in a number of charities.

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