Amanda James

Registered Client Service Associate

Amanda has been with Carpion Private Wealth since it’s inception in March 2023. She specializes in simplifying financial transactions, whether implementing automatic investments, facilitating money movement, executing bill payments or processing contributions and distributions from all account types. Before joining us, she worked as a Paralegal and a Real Estate Agent, bringing with her the valuable client-relationship skills that matched the core values of our firm. Amanda enjoys the personal relationships she has built with clients.

While her primary focus is around operations, she proudly wears various other hats for our firm around technology, marketing and CRM which align with her diversified skillset. Boasting an optimistic, resourceful and innovative personality, she is our resident problem-solver, pursuing any opportunity to further Carpion’s dedication and mission to the families we serve and improve the client experience.

During her leisure time, Amanda enjoys spending quality time with her dog, reading, playing piano, and visiting with friends.