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James D’Andrea

CFA Portfolio Manager

James joined Baskin Wealth Management in 2026 as a Portfolio Manager. He has over 12 years of experience in the financial services industry and enjoys working directly with clients and their families. Once he has a strong understanding of their goals and unique financial situation, James constructs a customized plan to help his clients realize their financial objectives. James is a Chartered Financial Analyst (CFA) charterholder and is pursuing his Certified Financial Planner (CFP) designation.  

Outside the office, James grew up playing hockey but now likes to play softball and golf in the summers. He enjoys being active, cooking, reading, and watching movies in his down time.