Bringing you live news and features since 2006 

TD Wealth names James Beam as Regional Investment Director for Metro Philadelphia, New Jersey and South Region

RELATED TOPICS​

TD Wealth®Private Client Group has named James H Beam Jr (pictured) as Senior Vice President, Regional Investment Director for the South Region. 

TD Wealth Private Client Group provides clients with customised private banking and wealth management services through TD Bank, America’s Most Convenient Bank®, and its affiliates.
 
In his new role, Beam is responsible for all TD private client wealth investment activities throughout a region that includes Metro Philadelphia, New Jersey, Mid South (DC/Virginia), the Greater Carolinas and Florida markets.
 
Beam is a seasoned wealth management professional who has more than 15 years of experience in global portfolio management and investment strategy. He joined TD Wealth in 2013 and most recently served as a Vice President, Senior Investment Advisor, responsible for managing client investment portfolios.
 
A Barrington, NJ, resident, Beam holds a Master’s in Financial Planning from the University of Nebraska – Lincoln as well as an MBA from the University of Michigan’s Ross School of Business. He received an undergraduate degree from Rowan University.

Latest News

ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..
Investors urgently need greater access to diversified investment strategies aligned with the Paris Agreement on climate change if the world..

Related Articles

Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Lorraine Sereyjol-Garros, BNP Paribas
Following changes to the French Monetary and Financial Code and of the French market authority AMF’s General Regulation, it is...
Ed Rosenberg, Texas Capital
Texas Capital Bank first opened its doors back in December 1998 and nowadays offers wealth-management services, as well as commercial,...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by