James Diver
Partner, Private Wealth Advisor at Procyon
Based in New York, United States
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Seniority
C-Team
Department
Finance & Accounting
Location
New York
Industry
Financial Services
Company size
75
Contact information
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j•••••••@procyonpartners.net
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Background
About James Diver
James Diver is a certified financial planner and a partner at Procyon, an independent, employee-owned financial advisory firm that serves individuals, families, business owners, and institutions with a dual focus on sensible financial planning and prudent investment management. With over ten years of experience in the financial services industry, James is passionate about helping clients achieve their goals and dreams through customized and holistic solutions that address their financial challenges and opportunities. He is responsible for investment research, portfolio management, and in-depth financial planning for clients, as well as for marketing the firm's vision through new technologies. He is also constantly helping the firm adapt to the changing landscape of investment advice and financial planning. Procyon Advisors, LLC ("Procyon") is a registered investment advisor. Procyon provides investment advisory and related services for clients nationally. Procyon will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at
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