James Liotta

James Liotta is President of Prominence Capital GP, LLC. James has over 14 years experience in investment management. In 2002 with UBS PaineWebber in Los Angeles as a Financial Advisor, he became the third member of a three person team specializing in options strategies, small capitalization stocks, municipal bonds, and risk management strategies. In 2005 he was recruited by Merrill Lynch and later again recruited by Wells Fargo Investments where he provided detailed financial plans and managed the portfolios of High Net Worth Individuals and Corporations specializing in risk management. James has a BS of Science from Northeastern University. He earned an MBA in Finance from the University of Southern California Marshall School of Business. At the Marshall School of Business he also attained the Graduate Certificate in Financial Analysis and Valuation. He has also achieved National Social Security Advisor Certification.

Are Your Investment Assets in the Right Location?

The old saying “It isn’t what you make, it is what you keep” is at the core of building an effective wealth management plan to...

Is Investment Rate of Return the Right Measuring Stick?

What does the one-year, three-year or five-year return of any group of equities have to do with the achievement of the unique financial goals of...

What to do After Tax Season is Over

Tax season is behind me…what do I do to prepare better for next year?  Managing tax liabilities starts with the understanding that taxes are inevitable...

Currently seeking a top quality financial advisor

Our FREE match service finds the best advisors for you. Start your search today.