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James Rohmann Email & Phone Number
Founding Partner, Private Wealth Advisor at SkyPath Private Wealth
at
SkyPath Private Wealth
1 work email found
@ml.com
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✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Founding Partner, Private Wealth Advisor at SkyPath Private Wealth
Location
Somerville, New Jersey, United States
Who is James Rohmann? Overview
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Quick answer
James Rohmann is listed as Founding Partner, Private Wealth Advisor at SkyPath Private Wealth at SkyPath Private Wealth, based in Somerville, New Jersey, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for James Rohmann.
James Rohmann previously worked as Founding Partner, Private Wealth Advisor at Skypath Private Wealth. James Rohmann holds Bachelor'S Degree from State University College At Buffalo.
Company email context
Email format at SkyPath Private Wealth
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{first}.{last}@ml.com
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AeroLeads found 1 current-domain work email signal for James Rohmann. Compare company email patterns before reaching out.
Profile bio
About James Rohmann
Prior to co-founding SkyPath Private Wealth, James was a Senior Vice President and Senior Financial Advisor at Merrill Lynch, Bank of America. He has spent over three decades in the investment management business. Before joining Merrill Lynch in 2013, James was a Senior Vice President at Morgan Stanley and JBHanauer. He was instrumental in launching a division in Princeton, New Jersey, where he served as Branch Manager and later served as Director of Sales in the corporate headquarters.James has received many accolades most recently being named to the Forbes “Best- in-State Wealth Advisors” list in New Jersey in 2022. He has also received Excellence in Growth awards and the Top Advisors Summit awards while at Merrill Lynch. James has a proven record of guiding his clients through unstable markets and focuses on quality long term planning and lifestyle services. While James possesses great knowledge of investment products across a broad spectrum of asset classes, his area of expertise is primarily in Fixed Income generation. James takes a holistic approach to analyzing each Clients’ net worth and is committed to helping all clients select the right investment products to achieve their financial goals.A native of New York, James has resided in New Jersey for the past 30 years with his wife Beth and their three children Michael, Alyssa and Alex. He has a Bachelor of Science degree in Business Administration and a minor in Economics from SUNY Buffalo He holds FINRA Series 7, 63 and 65 registrations. Away from the office, Jim is active in his community, serving as a volunteer coach and is a participant in the Habitat for Humanity program. He also loves to play golf, ski and go running.
Listed skills include High Net Worth Individuals, College Savings Strategies, Customizable Investment Strategies, Income Strategy During Retirement Years, and 2 others.
Current workplace
James Rohmann's current company
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1 role
James Rohmann work experience
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Founding Partner, Private Wealth Advisor
1 education record
James Rohmann education
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State University College At Buffalo
FAQ
Frequently asked questions about James Rohmann
Quick answers generated from the profile data available on this page.
What company does James Rohmann work for?
James Rohmann works for SkyPath Private Wealth.
What is James Rohmann's role at SkyPath Private Wealth?
James Rohmann is listed as Founding Partner, Private Wealth Advisor at SkyPath Private Wealth at SkyPath Private Wealth.
What is James Rohmann's email address?
AeroLeads has found 1 work email signal at @ml.com for James Rohmann at SkyPath Private Wealth.
Where is James Rohmann based?
James Rohmann is based in Somerville, New Jersey, United States while working with SkyPath Private Wealth.
What companies has James Rohmann worked for?
James Rohmann has worked for Skypath Private Wealth.
How can I contact James Rohmann?
You can use AeroLeads to view verified contact signals for James Rohmann at SkyPath Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did James Rohmann attend?
James Rohmann holds Bachelor'S Degree from State University College At Buffalo.
What skills is James Rohmann known for?
James Rohmann is listed with skills including High Net Worth Individuals, College Savings Strategies, Customizable Investment Strategies, Income Strategy During Retirement Years, Wealth Planning And Estate Planning Services, and Portfolio Investment Management.
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