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James Tomasovich, CIMA®, AAMS®

Principal

Pittsburgh

Client Advisory

Biography

James is a Principal in the firm’s Pittsburgh Office.​

Prior to joining Cerity Partners, James was a Senior Client Advisor at XPYRIA Investment Advisors, and a member of the Firm’s Investment Committee. ​

He has fiduciary responsibility in client relationships, requiring actions and recommendations to be based on the best interest of the client. James advocates for his clients in designing and maintaining cost-effective financial strategies, reflecting the unique needs and objectives of each relationship.

Education

  • B.A. in Finance from the Pennsylvania State University

Highlights

  • Certified Investment Management Analyst (CIMA®)
  • Accredited Asset Management Specialist (AAMS®)

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.