James J. Browne, CFP®

    James J. Browne was a founding partner of Allegheny Financial Group and Allegheny Investments and is CERTIFIED FINANCIAL PLANNER™ practitioner.

    Financial Advisor

    Education & Professional Credentials

    • 01

      St. Mary’s University | Master’s Degree

    • 02

      University of Pittsburgh | Master’s Degree

    • 03

      CFP® Practitioner, Certified Financial Planner Board of Standards

    Professional Experience

    • 01

      Registered representative for Investment Management and Research, Inc., St. Petersburg, FL

    • 02

      Registered representative for Financial Service Corporation of America, Atlanta, GA

    • 03

      Former member of Allegheny Financial Group and Allegheny Investments Board of Directors since 1976

    • 04

      Current Board Member for a number of private corporations

    • 05

      Managing member of four limited liability companies that act as the general partner for several equity investment partnerships

    Professional Activities

    • 01

      Founder of the Pittsburgh Chapter of the International Association for Financial Planning

    • 02

      Member of The Financial Planning Association

    Awards & Recognition

    • 01

      Repeat recipient of Five Star Wealth Manager Award

    • 02

      Recognized by his peers in 1985 as the Northeast Regional CFP® of the Year

    Community Involvement

    • 01

      University of Pittsburgh School of Social Work: Established James J. & Noel W. Browne Leadership Program; Member of Board of Visitors

    • 02

      Member of Board of Directors of StartUptown

    • 03

      Member of the Board of Trustees, The Manchester Academic Charter School (MACS)
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