James Rambo, CFA, Investment Advisor

Jim is a member of the Research Team and has served on the Investment Committee since April 2016 for Allegheny Financial Group, Ltd., a Registered Investment Advisory firm providing comprehensive financial planning.

Professional Experience

Jim works with pension plans, non-profit organizations, businesses, and individuals in developing and implementing investment programs. He works with clients to establish investment objectives, asset allocation, investment selection, and monitoring and reporting of results. Jim also leads Allegheny’s research efforts related to sustainable investing including environmental, social, and governance (ESG) factors as well as impact investing. He works with clients ranging from religious to progressive investors who wish to align their investments with their beliefs to achieve both financial and social returns.

Education & Professional Credentials

  • 01

    University of Pittsburgh | Bachelor’s degree in Finance
  • 02

    Katz Graduate School of Business | Master of Business Administration
  • 03

    Chartered Financial Analyst®

Asset Management Group

Allegheny’s Asset Management, led by Chief Investment Officer, Jack D. Kraus, CFA, has been working with our advisors and their clients since 1989. Our investment policy favors a disciplined, team-based approach to establish and grow a diversified and secure portfolio. Our services are designed to protect and maximize your wealth through long-term performance and a high level of personalized service. Our personal financial advisors take the time to understand your individual needs. We then tailor each program around your goals, investment time frames and tolerance for risk. Our continual monitoring and evaluation ensure that your investments adapt appropriately as the market and your needs change.
Asset Management Group Staff
From left to right: Joanne Johnson, Executive Assistant; Jack D. Kraus, CFA, Chief Investment Officer; James Rambo, CFA, Investment Advisor.

Investment Research Group

Allegheny’s Investment Research Group has developed and maintains a comprehensive and proprietary investment research platform. This platform is the basis for an objective measure of professional money managers, portfolio modeling, market analysis, and investment management that is unmatched. Our team not only provides this research to our advisors in support of their clients, but also is retained by individuals, pension plans, and non-profit institutions.
Investment Research Group Staff
Front row from left to right: Jack D. Kraus, CFA, Chief Investment Officer; James Rambo, CFA, Investment Advisor. Back row from left to right: Nick Lewandowski, CFA, Manager, Alternative Investments Research; Joseph Clark, CFA, Senior Research Analyst; Jack Peluso, Research Analyst.