Client Relationship Manager
Whether you are unfamiliar with James Investment or are an established client, Neil operates as your liaison to James Investment’s process, information and people. He works closely with private clients helping to guide them in their wealth management journey.
Neil also provides assistance to James’ portfolio managers, external advisors and James Advantage Funds shareholders. He understands you work hard for your money and strives to provide transparency, education and comfort to build trust.
Contact Neil for new and existing account services, marketing information, wholesale contact and private investing.
- James team member since 2013
- FINRA Series 7, 6, 63 and 65 licenses
- B.S. Accounting, Grove City College
- MBA, University of Dayton
Away from the office:
Neil enjoys spending time with his wife, Lizzy, his son, Will, and his dog, Cooper … preferably at the lake. He enjoys watching the Dayton Flyers, working out and is an active Kettering Dor-Wood Optimist Club member. He is also the Varsity Boys’ Soccer Coach at Fairmont High School.
Meet Our Team