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James Ortlip, CFP®

Chief Investment Officer - AOG Wealth Management

Jim is the Chief Investment Officer at AOG Wealth Management. He has been in the financial services industry since 1989, and has previously held FINRA Series 7, 63 and 65 licenses. He joined AOG in 2009 and is a CERTIFIED FINANCIAL PLANNERTM professional.

In addition to financial planning and investment portfolio management, Jim has a deep knowledge of investment strategies with significant tax mitigating elements. He frequently assists Trust & Estate Attorneys and CPAs in utilizing strategies suited for a variety of individual lifestyle, tax, and estate planning needs.

Jim chairs the AOG Investment Committee, which is responsible for investment research and due diligence. He also supervises the CFAs who serve as consultants to the Investment Committee. Jim is a frequent speaker and panelist at due diligence forums around the country.

He earned his BA in Political Science from the University of Pittsburgh.

Defined by the rules promulgated under the Securities Act of 1933. Individuals may qualify as accredited investors based on wealth and income thresholds, as well as other measures of financial sophistication.