“My first job was with a large Wall Street firm, and I learned a lot of important lessons about what I didn’t like about the investing industry. That experience fueled my desire to create something better, so I started researching how other firms practiced. Armed with plenty of information on how investment firms were run, I felt confident that starting a firm—which once seemed like a big and impossible task—was now well within in reach. Now, five and a half years later, my firm is one of the most progressive investment consulting firms in the country, and that is largely due to my ‘negative’ experiences early in my career.”
cddwealth.com
James Di Virgilio, BSBA ‘04, MS ‘05
Founding Partner
Financial Services
Gainesville, FL