Valliant Wealth Strategies welcomed Financial Advisor James Bedrock in August of 2019. James came on board to the Valliant team with more than ten years of experience working in the financial services industry. He is excited to be back in Chestertown, having graduated from Washington College with a B.A. in Economics.
After graduating from Washington College, James moved to the New York metropolitan area where he worked in several institutional roles, first as a financial advisor and then as a wholesaler for larger firms. His experiences working with institutional investing gave him vast knowledge of both traditional and non-traditional styles of portfolio management and he developed a keen expertise in the areas of financial analytics, sales, asset management, equities and fixed incomes.
During his time at Washington College,James interned with Valliant & Associates (the practice’s former name) where he proved to be a valuable resource in the areas of developing client strategies and building solid relationships with external wholesalers to increase growth and revenue for the practice. He was an extremely active member of the college, serving as Varsity Soccer Team Captain, sports editor with the school newspaper, working within the career center and acting as a fund manager with the Alex Brown Advisory Student-Managed Investment Fund.
In his spare time, James is an avid soccer fan and he enjoys playing in adult leagues and coaching/refereeing youth leagues. He recently also became engaged and he and his fiancé are excited to be planning for married life right here on the Eastern Shore. A self-proclaimed history buff, James said what he missed the most about Chestertown is the beauty of both the historic buildings and the scenery along the Chester River.
As our extended family in the community, we wanted to provide insight, guidance and reassurance through this period of uncertainty we all find ourselves in. Financial Advisor James Bedrock shares a few tips for tough times in this 3-minute video.