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Jamie Taloumis, CFA®

Jamie Taloumis, CFA®

Analyst,
Investments

  • Chicopee, MA

Financial Advisors

Jamie is an investment analyst based out of the Boston, Massachusetts location.

Jamie joined CAPTRUST from Boston Advisors in 2019. She serves as an investment analyst responsible for providing comprehensive wealth management services to high-net-worth investors and corporate executives.

Prior to joining the firm, Jamie was a portfolio analyst for Boston Advisors. She has been in the industry since 2011.

Education

  • Bachelor of Business Administration degree from the University of Massachusetts, Amherst

Industry Designations

  • Chartered Financial Analyst®

 

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