James Cravotta:
CLASS OF 1988
Trabuco Hills High SchoolClass of 1988
Mission viejo, CA
Pepperdine University - BusinessClass of 1998
Malibu, CA
University of Arizona - ManagementClass of 1996
Tucson, AZ
James's Story
College
Undergrad: University of Arizona
Graduate: Pepperdine - MBA
Some Post Graduate: Oxford - Global Enterprise Management
Workplace
I started my career at Merrill Lynch's Private Client Group of Newport Beach in 1998 and now run and manage, The Cravotta Group.
We have a selec...Expand for more
t client base of high net worth families and businesses. We currently manage $115MM and specialize in concentrated
stock diversification, and liquidy strategies.
Credentials include: CFM, CRPC, WMA, and I am currently working on the review for the board exam of the CFP (as time permits).
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