AeroLeads people directory · profile
James Milroy, Cfa, Caia Email & Phone Number
Director of Investments
at
Perspective Wealth Advisors
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Director of Investments
Location
Denver, Colorado, United States
Who is James Milroy, Cfa, Caia? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
James Milroy, Cfa, Caia is listed as Director of Investments at Perspective Wealth Advisors, based in Denver, Colorado, United States. AeroLeads shows a matched LinkedIn profile for James Milroy, Cfa, Caia.
James Milroy, Cfa, Caia previously worked as Product Manager at Easterly Asset Management and Analyst at Easterly Asset Management. James Milroy, Cfa, Caia holds Bachelor Of Arts (Honours) from Queen'S University.
Company email context
Email format at Perspective Wealth Advisors
This section adds company-level context without repeating James Milroy, Cfa, Caia's masked contact details.
Perspective Wealth Advisors
Review company-level records connected to James Milroy, Cfa, Caia before choosing the right outreach path.
Profile bio
About James Milroy, Cfa, Caia
James Milroy, Cfa, Caia is a Director of Investments at Perspective Wealth Advisors.
Current workplace
James Milroy, Cfa, Caia's current company
Company context helps verify the profile and gives searchers a useful next step.
9 roles
James Milroy, Cfa, Caia work experience
A career timeline built from the work history available for this profile.
Product Manager
Analyst
Jun 2019 - Nov 2021
Consultant
Apr 2018 - Mar 2019
Client Service Associate
Aug 2014 - Mar 2018
Financial Representative
Jun 2013 - Jul 2014
Manager
Sep 2011 - May 2013
Associate Investment Advisor
Jan 2006 - Sep 2009
Mutual Fund Operations Officer
Jun 2003 - Dec 2005
1 education record
James Milroy, Cfa, Caia education
FAQ
Frequently asked questions about James Milroy, Cfa, Caia
Quick answers generated from the profile data available on this page.
What company does James Milroy, Cfa, Caia work for?
James Milroy, Cfa, Caia works for Perspective Wealth Advisors.
What is James Milroy, Cfa, Caia's role at Perspective Wealth Advisors?
James Milroy, Cfa, Caia is listed as Director of Investments at Perspective Wealth Advisors.
Where is James Milroy, Cfa, Caia based?
James Milroy, Cfa, Caia is based in Denver, Colorado, United States while working with Perspective Wealth Advisors.
What companies has James Milroy, Cfa, Caia worked for?
James Milroy, Cfa, Caia has worked for Perspective Wealth Advisors, Easterly Asset Management, Syntrinsic Investment Counsel, Srs Acquiom, and Fidelity Investments.
How can I contact James Milroy, Cfa, Caia?
You can use AeroLeads to view verified contact signals for James Milroy, Cfa, Caia at Perspective Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did James Milroy, Cfa, Caia attend?
James Milroy, Cfa, Caia holds Bachelor Of Arts (Honours) from Queen'S University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial