About Us

Our publisher, James E. Weinman has led a distinguished career since 1988. Helping his clients set financial goals and develop strategies consistent with their risk tolerance and return expectations, he is skilled at using a conservative and disciplined approach towards their periodic portfolio reviews and investment recommendations. He specializes in retirement planning for business and individuals with a focus on asset allocation and portfolio optimization for high net worth clients, corporations, municipalities, professionals, and business owners.

With a Bachelor of Arts in Economics and Business Administration from Pace University, a Masters of Business Administration from NYU School of Business, and his continuing studies and ongoing education including The University of London, James demonstrates his life-long quest for higher learning.

Having been featured in the Wall Street Journal, as well as the periodicals New York City Business, and The Chronicle of Higher Education, James is in great demand as a seminar speaker. He makes frequent appearances on local FOX and NBC affiliate television stations giving expert commentary during unusually volatile market swings.