Jim Rambo, CFA

Jim Rambo is an Investment Advisor with Allegheny Financial Group’s Asset Management Group.  Prior to joining the firm in 2016, he served as the Director of Portfolio Research for JKS Financial.  Jim works with institutions, families, and individuals in developing investment policies and implementing investment portfolios.

Jim is also a member of the Investment Research Group and serves on the firm’s Investment Committee.  He leads Allegheny’s research efforts related to Environmental, Social, and Governance (ESG) as well as impact investing.  

Jim is a Chartered Financial Analyst (CFA) charterholder and member of the Pittsburgh CFA Society’s Emerging Leadership Group.  He earned his Bachelor’s degree in Finance from the University of Pittsburgh and his Master of Business Administration (MBA) degree from Katz Graduate School of Business at the University of Pittsburgh.

Jim has served as a mentor to many students and young professionals seeking careers in finance. He enjoys spending his personal time with his daughter and son, coaching soccer, camping, cooking, and being active.

Education & Professional Credentials

  • 01

    University of Pittsburgh | Bachelor’s degree in Finance
  • 02

    Katz Graduate School of Business | Master of Business Administration
  • 03

    Chartered Financial Analyst®

Asset Management Group

Allegheny’s Asset Management, led by Chief Investment Officer, Jack D. Kraus, CFA, has been working with our advisors and their clients since 1989. Our investment policy favors a disciplined, team-based approach to establish and grow a diversified and secure portfolio. Our services are designed to protect and maximize your wealth through long-term performance and a high level of personalized service. Our personal financial advisors take the time to understand your individual needs. We then tailor each program around your goals, investment time frames and tolerance for risk. Our continual monitoring and evaluation ensure that your investments adapt appropriately as the market and your needs change.

Investment Research Group

Allegheny’s Investment Research Group has developed and maintains a comprehensive and proprietary investment research platform. This platform is the basis for an objective measure of professional money managers, portfolio modeling, market analysis, and investment management that is unmatched. Our team not only provides this research to our advisors in support of their clients, but also is retained by individuals, pension plans, and non-profit institutions.