James Gerald Harper
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.
What has driven you to your current career path?
Freedom and flexibility to make choices that are in my clients' best interests are two of the benefits of working with Aldwin Callen. There are many tools and technologies at my disposal that allow me to give my clients the best possible service when it comes to financial planning. I’ve partnered with Aldwin Callen, a company that shares my enthusiasm for assisting my clients.
What is the most adventurous thing you’ve done?
NASCAR Racing Experience at Las Vegas Motor Speedway.