James Smith

James Smith

Wealth Management Assistant

James.O.Smith@Conestogawealth.com

I am an Oakland, CA native and a graduate of the University of Southern California, where I earned both my Master's in Finance and Bachelor's in Business Administration. In my role, I support the advisory team with administrative and operational responsibilities, helping ensure our clients receive efficient, high-quality service. Outside the office, I enjoy bodybuilding and spending time in nature.