Biography

James F. Ferrare is an Investment Advisor, Principal and President of Withum Wealth Management. He has over 30 years of finance experience and holds the Chartered Financial Analyst® (CFA®) and Certified Public Accountant (CPA) designations. He has a comprehensive background in lifestyle planning, wealth counsel, and tax-sensitive portfolio management. As an Investment Advisor, Jim helps clients understand and manage investments as they enter new stages of life, such as a business transition, retirement planning, divorce, death of spouse, and inheritance. In December of 2013, Jim was inducted into Research Magazine’s Investment Advisor Hall of Fame.

In addition to his position at Withum Wealth Management, Jim is an Executive Vice President and Board Member at Pinnacle Associates Ltd., a Withum Wealth co-founder. Before joining Pinnacle Jim was a Senior Portfolio Manager at Manchester Capital Corporation, a registered investment advisor (RIA). He was also a General Partner at Davidson, Weil Associates, an investment partnership specializing in asset allocation for affluent individuals and institutions. He is a certified public accounting firm specializing in the securities industry.

When he lived in New York, he dedicated his time to educating tomorrow’s business leaders. He served as an adjunct professor teaching accounting and investing related classes at the College of Insurance. He also taught CFA candidates participating in the New York State Society of Securities Analysts curriculum.

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Jim currently resides in Monmouth County, NJ. He has two sons in college, and a daughter who is a practicing attorney in New Jersey. Jim and his children share an appreciation for the outdoors. Together, they have summited several mountain peaks ranging from the Presidential Mountains in New Hampshire to Mount Kilimanjaro in Tanzania, Africa.

Latest Thinking

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James Ferrare Named on Forbes Best-In-State Wealth Advisor List

Share Jim Ferrare was named to this year’s 2021 Best-In-State Wealth Advisors list by Forbes for the fourth year in a row. The list spotlights the top-performing wealth advisors across […]

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Year-End Planning Checklist for Your Wealth Management

Share At Withum Wealth, we believe that a large part of long-term financial success is planning ahead. Now is a good time to review some valuable year-end planning strategies to […]

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What A Day - A Wealth Management Note

Share A Message from Jim Ferrare, Withum Wealth Management’s Managing Partner. As we write this post, Hurricane Zeta is strengthening as it approaches New Orleans. At the same time, Vietnam […]

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