James E. McHugh, CFP® MS Taxation
Wealth Management Advisor at Fifth Third Private Bank
📍 Cincinnati, Ohio, United States
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Experience
27 Years
Current Role
Wealth Management Advisor
Location
Cincinnati, Ohio, United States
Personality Overview
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Priorities
Topics James cares about
Strategic Priorities
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Career
Work history
6-2023
Wealth Management Advisor
Fifth Third Private Bank
5-2009 - 5-2023
CERTIFIED FINANCIAL PLANNER™
Hornor Townsend & Kent
4-2007 - 5-2009
Private Wealth Management
JPMorgan Chase
2003 - 2007
Analyst / Officer
Fifth Third Bancorp
9-2001 - 6-2003
Financial Specialist
Wachovia - First Union
In the press
Media appearances
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Education
1997 - 2001
B.A.
Dartmouth College
2015 - 2017
Master’s Degree
University of Cincinnati
Education details unavailable
Seton Hall Preparatory School
Social presence
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