James Madden
Malvern,PA
Summary
Wealth management professional with a successful track record in founding, building, and selling a registered investment advisory firm. Extensive experience and expertise in cultivating and managing ultra-high-net-worth client relationships. Expertise in developing business, driving revenue growth, and managing investment, wealth transfer, tax and philanthropic client objectives.
Overview
39
39
years of professional experience
Work History
Vice President
The Beringer Group
Radnor, PA
09.2023 - Current
- Advised privately held business owners on business and tax strategy, investment management, succession planning, wealth transfer, and investment banking services, ensuring conflict-free guidance.
- Leveraged extensive COI and professional network for business development and establish strategic relationships.
- Cultivated relationships with existing clients, enhancing service delivery and supporting revenue growth.
Partner
Regent Atlantic/Corient
Morristown, NJ
10.2019 - 04.2023
- Managed UNHW/HNW clientele and advised on investment, tax, and wealth
transfer issues. - Led firm in business development for two years including closing and maintaining the largest client in firm's history.
- Transitioned 100% of clients to new firm, preserving all relationships and revenue.
Managing Director / Partner
Hillview Capital Advisors
New York / Philadelphia, PA
04.2001 - 10.2019
- Co-founded, built and managed an RIA focused on providing holistic planning, investment, tax and wealth transfer advice to UHNW clientele.
- Developed and managed the largest, most complex firm relationships, enhancing client engagement and satisfaction.
- Managed client service function across advisors and staff, ensuring high-quality support, planning, reporting and responsiveness.
Senior Associate / Principal
CMS Companies
Philadelphia, PA
09.1995 - 01.2000
- Delivered holistic wealth management, tax, wealth transfer, philanthropic planning services to satisfy client and firm objectives.
- Cultivated new business and deepened existing relationships, driving revenue growth through personalized client engagement.
- Managed entrepreneur-focused client base in investment management, wealth transfer, insurance, alternative investments to align strategies with client goals.
- Developed deep understanding of alternative investments and effectively utilized in portfolio construction.
Assistant Vice President
CoreStates Bank, NA
Philadelphia, PA
05.1992 - 08.1995
- Managed and expanded relationships with large financial institutions, closing credit and fee-based services to enhance client offerings.
- Completed bank credit training program, strengthening expertise in credit evaluation and risk assessment.
Associate
The Vanguard Group
Malvern, PA
06.1987 - 06.1989
- Performed multiple functions including customer service, accounting and control tasks.
- Completed investment training and developed a deep understanding of mutual funds, the industry and asset allocation.
Education
MBA - Finance
University of Georgia
Athens, GA05-1991
Bachelor of Arts - Economics
Wake Forest University
Winston-Salem05-1986
Skills
- Wealth management / Investment Strategy
- Business development
- Client relationship management
- Comprehensive Investment Planning
- Tax / Estate / Philanthropic / Strategic Planning
- Portfolio Construction / Asset Allocation
- Wealth Transfer / Succession Planning
- Alternative investments
Community Experience
Board Chairman: HelpHopeLive, Radnor, PA 2018-2022, 2025-Present
- Twelve year Board member, six year Board Chairman for a national, mission based non-profit headquartered in Radnor, PA. Managed and led organization through a major crisis and transition into a financially sound, thriving organization that is annually recognized as one of the strongest non-profits in the country.
Timeline
Vice President
The Beringer Group
09.2023 - Current
Partner
Regent Atlantic/Corient
10.2019 - 04.2023
Managing Director / Partner
Hillview Capital Advisors
04.2001 - 10.2019
Senior Associate / Principal
CMS Companies
09.1995 - 01.2000
Assistant Vice President
CoreStates Bank, NA
05.1992 - 08.1995
Associate
The Vanguard Group
06.1987 - 06.1989
MBA - Finance
University of Georgia
Bachelor of Arts - Economics
Wake Forest University