Jim Vitiello is a senior manager at Anchin with more than 20 years of wealth management experience gained at Big Four and boutique wealth management firms.

His career has been devoted to counseling senior corporate executives, privately-held business owners, professionals, entrepreneurs and investment bankers in all areas of wealth management, including investment management, insurance review, retirement planning (including employee benefit plans), income tax planning, and estate planning.

Education
J.D., Fordham Law School
LL.M., Taxation, New York University Law School
BBA, Accounting, Pace University

Certifications
Series 65 Investment Advisory License