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James Sylvester Email & Phone Number
Associate Portfolio Manager | C3 Wealth Management
at
C³ Wealth Management
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✓ Verified May 2026
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Profile completeness 86%
Current company
Role
Associate Portfolio Manager | C3 Wealth Management
Location
King Of Prussia, Pennsylvania, United States
Company size
Who is James Sylvester? Overview
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Quick answer
James Sylvester is listed as Associate Portfolio Manager | C3 Wealth Management at C³ Wealth Management, a company with 13 employees, based in King Of Prussia, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for James Sylvester.
James Sylvester previously worked as Director of Investment Research, Canna Milne Financial at Northwestern Mutual and Director of Investment Operations, Canna Milne Financial at Northwestern Mutual. James Sylvester holds Bachelor Of Arts (Ba), Hispanic Studies from William & Mary.
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C³ Wealth Management
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Profile bio
About James Sylvester
Financial data analyst and portfolio manager with 6+ years of experience in financial services and ChFC, Series 7, and Series 63 licenses. Passion for optimizing practices for company growth and positive client experience through analytical problem-solving, leveraging analysis, and clear communication for plan recommendations and execution.
Current workplace
James Sylvester's current company
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C³ Wealth Management
6 roles
James Sylvester work experience
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Director Of Investment Research, Canna Milne Financial
Current- Develop presentations for prospective clients with in-depth commentary and review of current financial profile, using analysis of financial data and cohesiveness of existing strategy.
- Communicate to clients current economic trends and how it may affect their financial future through quarterly market commentary and performance reviews.
- Manage investment portfolios, including the development and implementation of strategic recommendations as well as regular assessment of client… Show more
- Manage investment portfolios, including the development and implementation of strategic recommendations as well as regular assessment of client accounts in the context of economic data. Show less
Jan 2024 - Present
Director Of Investment Operations, Canna Milne Financial
- Trained and mentored team members in investment strategy and workflow.
- Extracted and analyzed financial data to identify areas of strategic improvement for each client.
- Implemented investment recommendations and regularly reviewed & supervised accounts to maintain alignment with client objectives.
- Identified revenue opportunity areas, contributing to the growth of assets under management.
Nov 2021 - Dec 2023
Planning Department Associate
- Mentored and consulted for financial representatives and advisors in insurance, investment, and overall strategic financial solutions.
- Conducted financial plan analysis and collaborated with advisors to develop recommendations to meet client goals and objectives.
- Developed tracking systems, analyzed data, and used innovative problem-solving to increase process efficiency to manage high volume work load in a fast-paced environment.
Apr 2019 - Oct 2021
Associate Financial Representative
- Worked on a team of financial representatives to provide excellent client experience and improve internal processes.
- Provided expert guidance and innovative solutions to help meet client financial goals and objectives.
Aug 2018 - Apr 2019
Financial Representative
- Built and maintained customer relationships to identify financial needs.
- Provided expert guidance and innovative solutions to help meet client financial goals and objectives.
- Reviewed clients’ accounts and results regularly to determine whether life changes, economic developments, or financial performance indicated a need for plan revision.
May 2017 - Apr 2018
1 education record
James Sylvester education
FAQ
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What company does James Sylvester work for?
James Sylvester works for C³ Wealth Management.
What is James Sylvester's role at C³ Wealth Management?
James Sylvester is listed as Associate Portfolio Manager | C3 Wealth Management at C³ Wealth Management.
Where is James Sylvester based?
James Sylvester is based in King Of Prussia, Pennsylvania, United States while working with C³ Wealth Management.
What companies has James Sylvester worked for?
James Sylvester has worked for C³ Wealth Management and Northwestern Mutual.
How can I contact James Sylvester?
You can use AeroLeads to view verified contact signals for James Sylvester at C³ Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did James Sylvester attend?
James Sylvester holds Bachelor Of Arts (Ba), Hispanic Studies from William & Mary.
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