James Sterling
(212) 555-0100 james@sterlingridge.com LinkedIn Twitter / X Website
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James Sterling

Managing Director, CFP®, CFA®

With over 20 years of experience in wealth management and investment strategy, James has built a reputation for disciplined portfolio construction and comprehensive financial planning on behalf of his clients.

Before founding the firm, James served as a senior portfolio manager at a top-tier institutional investment firm, where he managed assets for high-net-worth families and endowments. His experience spans asset allocation, retirement income planning, tax-efficient investing, and multi-generational wealth transfer.

James is a frequent speaker at industry conferences on topics including fiduciary investing, retirement income strategies, and wealth preservation.

Education

Wharton School of Business MBA, Finance, 2002
University of Virginia Bachelor of Arts, Economics, 1999

Licenses & Certifications

Certified Financial Planner (CFP®) 2003
Chartered Financial Analyst (CFA®) 2005
Certified Private Wealth Advisor (CPWA®) 2010

Service Specialties

Portfolio Management Retirement Planning Tax & Estate Strategy Family Office Services

Awards & Recognition

Barron's Top 1,200 Advisors 2018–2025
Forbes Best-in-State Wealth Advisor 2020–2025
Five Star Wealth Manager 2015–2025
CFA Charterholder
CFP® Professional
Barron's Top Advisor
Forbes Best-in-State
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“James guided us through a complex retirement transition with incredible attention to detail. His strategic thinking and proactive tax planning saved us hundreds of thousands over the first five years.”

Robert Mitchell Retired CEO, Mitchell Technologies

“When the market dropped sharply, James was the first person who called us. His calm, data-driven approach kept us invested and on track. We came out stronger on the other side.”

Sarah Jennings Business Owner

“James handled our family's multi-generational wealth transfer with professionalism and care. He anticipated issues before they arose and kept everything on track.”

Michael & Lisa Park
Michael & Lisa Park Harrington & Co Clients since 2012

Schedule a consultation with James

Discuss your financial goals directly with an experienced advisor. Complimentary initial consultation with no obligation.

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