James Uriah
James J. Uriah is Vice President and Senior Investment Officer with Nation Choice Reserve Advisors where he has the responsibility of developing and implementing investment strategies for current client portfolios. Mr. Uriah works closely with high net worth individuals and institutional clients to provide comprehensive fee-based wealth management services, including tax planning, trust services, asset allocation, estate planning, insurance analysis, and cash flow and retirement projections. As an Investment Specialist, Mr. Uriah works hand-in-hand with clients and their accountants, attorneys, and other outside advisors to ensure their short and long-term financial goals and objectives are being met.
James has more than 25 years of experience in banking, financial advisory and portfolio management, including his most recent position. He attended the University of Notre Dame where he earned a Bachelor of Science degree in Business Management; he also achieved his MBA at Notre Dame.