James J. Spinelli, AIF®, MSF

James J. Spinelli, AIF®, MSF

James J. Spinelli began his career in the technology & finance industries working in Philadelphia for Marsh & McLennan, and later for Comcast Corporation within their Finance department. While at Comcast, he was responsible for capital forecasting, relationship management, and their financial information systems.

James attended Penn State University where he received a BS in Information Systems, Minor in Information Technology, and a MS in Information Science (MSIS). In addition, James also holds a Masters of Science in Finance (MSF) from Indiana University’s Kelley School of Business. While at Penn State, he was also a member of the Nittany Lion’s Varsity baseball team.

James resides in Chester Springs, PA with his wife Devon and their children, Kieran, Saylor, and Scarlett. He enjoys everything “FinTech” and founded Peng-Win LLC to assist advisors with customized solutions.

In his spare time, James enjoys spending time with his family & friends either at the beach, on the golf course, fishing, or helping coach baseball. He is an active member in the Reviving Baseball in Inner Cities Program (RBI) and The Kyle Ambrogi Foundation.

Licenses

Series 63 – Held through LPL Financial

Series 65 – Held through Great Valley Advisor Group

Series 7 – Held through LPL Financial

Education

M.S. Finance, Indiana University (Kelley School of Business)

M.S. Information Science, Penn State University

B.S. Management of Information Systems, Penn State University (Smeal)
Minor – Information Sciences and Technology (IST)

Contact Info