James Cartright

Client Operations Associate
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Areas of Expertise

Goal Alignment
Tax Strategies
Asset Allocation
Retirement Planning
Life Insurance

Qualifications & Experience

  • BS in Finance at Penn State Erie, Behrend College 
  • Minor in Applied Economics
  • Certificate in Behavioral Finance
  • Investment Advisor Representative
Indianapolis, IN

Media

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Words to Live By

Don't count the days, make the days count
Muhammad Ali

Client Experience Professionals

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Team Members

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About

James is a Client Operations Associate at C.H. Douglas & Gray Wealth Management, supporting the firm’s efforts to deliver seamless client experiences. He earned his B.S. in Finance with a minor in Applied Economics from Penn State Erie, The Behrend College, and holds a Certificate in Behavioral Finance, studying how social and cognitive psychology influence financial decision-making.

While at Penn State, James was active in the professional business fraternity Delta Sigma Pi, the International Business Club, and charitable initiatives including Behrend Paws. His dedication to service extends beyond campus through his support of organizations such as Doctors Without Borders and the Indianapolis Public Library.

Based in Indianapolis, James enjoys traveling, camping, photography, and boxing. His curiosity and energy carry through both his work and personal life, helping him approach challenges thoughtfully and creatively.