James S. Cruise, CFP®
James Cruise joined The Virtus Group as a Wealth Advisor in September 2014. Primary responsibilities for James include the oversight of client investment portfolios and investment manager due diligence. He has achieved the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, and is now a registered CFP® Professional. He has met the educational, examination, experience and ethics requirements affiliated with this designation.
James graduated summa cum laude from Bentley University with a Bachelor of Science in Economics-Finance as well as a psychology-oriented Liberal Studies Major. He was one of five Bentley students selected to present to economists at the Federal Reserve Bank of Boston in the 2011 College Fed Challenge. In a field of twenty-two New England entrants, Bentley’s team placed second in the regional competition, narrowly behind eventual national champion Harvard College. In June of 2012, James began his career with institutional investment consultant Cambridge Associates. As a member of the Hedge Fund Data team, James corresponded daily with various investment managers and served as a resource for employees within the international firm.
In addition to the CERTIFIED FINANCIAL PLANNER™ mark, James’ investment registrations and insurance licenses include: Series 7 (General Securities Representative Examination); Series 66 (Uniform Combined State Law Examination); Life, Accident and Health Insurance. Securities registrations are held with LPL Financial.
A native of Rhode Island, James currently lives in Providence. Formerly a player at youth program Edgewood and later part of two Bishop Hendricken High School state championships (including the first in school history), James has also coached children new to the game with the Edgewood Rhode Island Hockey Association.