James Nylund

VP & Wealth Manager at Steward Partners

James Nylund, CFP®, currently serves as the Senior Vice President - Wealth Manager - Partner at Steward Partners Consulting Solutions since May 2022, specializing in comprehensive wealth planning and investment strategies for a diverse clientele. Prior to this role, James held the position of Vice President - Wealth Manager - Partner at Steward Partners from January 2019 to May 2022. James also has experience as Associate Vice President - Investments, Financial Advisor at Wells Fargo Advisors from January 2013 to January 2019, focusing on ethical wealth management for families. Earlier roles include Senior Account Executive at Sinclair Broadcast Group and Account Executive at New Age Media, where James worked on advertising solutions and client relationships. James holds a B.A. in English and Music from Bowdoin College and has completed a Financial Planning Certificate Program at Bryant University.

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Portland, United States

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Steward Partners

Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors.


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201-500

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