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The Financial Guys Team

James Cammarata Wealth Manager

James Cammarata**

Wealth Manager

About James Cammarata

Overview

James Cammarata, through his company Market Line Metrics, LLC. manages taxable investment accounts for high net worth individuals and their large balance Rollover, Roth, and Inherited IRAs. His company has recently been affiliated with Independent Solutions Wealth Management, LLC., an SEC-registered investment Advisor and division of The Financial Guys, LLC. James manages diversified portfolios of individually selected stocks and bonds tailored to the unique requirements of each client-investor. His equity philosophy is investing in quality companies with sound management at reasonable valuations. On the fixed-income side, James uses interest rate anticipation strategies to determine optimal positions on the yield curve for investing in the bond market. 

Experience/Career

James has over 40 years of experience in the financial services industry. He received his B.A. Degree from Gannon College, attended the University of Buffalo School of Law, and earned certification from the Pension and Profit Sharing Institute of Fairleigh Dickinson University. Additionally, his background and experience include: VP & Manager of Pension Trust Division at The Carborundum Company; AVP Trust Business Development of the Pension & Investment Division at M&T Bank; and Co-Founder of CNS Associates, Inc., Consultant to Bank Trust Departments. He also served as VP & Manager Trust Business Development, Personal and Institutional Investment Services, Fleet Norstar Trust Company; and was a Founding Member, Co-Owner, Chairman & CEO of Atlantic Capital Management, Inc., an SEC Registered Investment Advisory firm.

Family/Interests

James is a member of the Estate Analysts of WNY, and a member and former Director of the Financial Planning Counselors of WNY. In addition, he served on the Board of Directors of the following organizations: the New York Employee Benefits Conference; the International Association of Financial Planning, WNY Chapter; the Buffalo Academy of the Sacred Heart; and the Landmark Society of the Niagara Frontier. 

Companies/Services

Through Market Line Metrics, LLC., an affiliate of Independant Solutions Wealth Management, LLC. James Cammarata offers a multitude of financial advisory services. His specialties include but are not limited to taxable investment accounts for high-net-worth individuals and their large balance Rollover, Roth, and inherited IRAs. 

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Locations:

  • Rochester, NY
  • Batavia, NY
  • Eden Prairie, MN
  • Jupiter, FL

Investments products and services available only to residents of: AL, AZ, CA, CT, FL, GA, IA, IL, IN, KS, LA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA, and WI.

Securities offered through Peak Brokerage Services, LLC. Member FINRA /SIPC

The Financial Guys is not an affiliate of Peak Brokerage Services, LLC. 305 Spindrift Drive Williamsville, NY 14221 © The Financial Guys

To view the firm’s Regulation Best Interest (“Reg BI”) disclosure and Customer Relationship Summary “Form CRS” please use the provided links.

*Securities offered through Peak Brokerage Services LLC, Member FINRA/SIPC Advisory Services offered through Blackridge Asset Management, LLC, a Registered Investment Adviser. Blackridge Asset Management and The Financial Guys are separate entities from Peak Brokerage Services, LLC.

**Securities offered through Peak Brokerage Services, LLC, Member FINRA/SIPC. Advisory Services offered through Independent Solutions Wealth Management LLC, a Registered Investment Adviser. Independent Solutions Wealth Management and The Financial Guys are separate entities from Peak Brokerage Services LLC.