James F. Alexander, CPA, CFP®

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Mr. Alexander is the Director of the Family Office Division of the CPA firm Cunningham, Powell, Alexander, A.C. in Morgantown, WV. Mr. Alexander has written publications, served as a visiting instructor at West Virginia University in the areas of accounting and finance, and led numerous seminars. He is one of few, if not the only, CERTIFIED FINANCIAL PLANNER™ practitioner actively practicing in the Morgantown area.

Mr. Alexander is still married to his college sweetheart, and they have three adult children.

Experience

• Personal financial planning and institutional asset management since 2001
• Bank Executive VP/Controller form 1985 to 2000
• Public accounting from 1980 to 1985

Professional Credentials

• Certified Public Accountant
• Member, American Institute of Certified Public Accountants
• Member, West Virginia Society of Certified Public Accountants
• CFP® Practitioner, Certified Financial Planner Board of Standards
• Licensed securities representative
• Licensed insurance representative

Civic Activities

• Chairman of the Youth Committee and current clerk of Presbytery of Ohio of the Orthodox Presbyterian Church
• Co-founder of the Buckskin Adult Soccer League
• Active USSF and NFHS Soccer Referee
• Serves on numerous local not-for-profit boards in the Morgantown area