James Witner, Operations Manager, joined Van Pelt Wealth Advisors in April 2025 with over six years of financial services industry experience. James graduated from West Chester University in 2019 with a B.S. in Finance and Management. In his role, he participates as an Investment Committee member helping to drive the firm’s investment outlook, research directive, and portfolio decisions for our clients. James also works on the operational aspect of investment management utilizing technology systems to efficiently trade and report on our clients’ accounts. In his former role at Diversified, LLC, a $2B Registered Investment Advisor, James was a part of their investment team where he specialized in portfolio management, client reporting, and trading.
James grew up in the Hatfield, PA area and currently resides in Exton, PA with his wife, Madeline. He is an avid sports fan and roots for all the Philadelphia teams. In his free time, he enjoys outdoor activities such as golf, hiking, catching a Phillies game, or just lounging on the beach.
Registered Administrative Assistant of Cetera Advisors LLC, member FINRA/SIPC