James Wilde

James Wilde has over 20 years of experience in financial services, concentrating in model-based trading and portfolio management.

His ability to execute a wide variety of trades in a high-octane environment is tailor made for the team.  James’s disciplined approach to efficient process building, thorough trade planning, and execution precision are hallmarks of his work ethic.

After earning a BBA in Finance from the University of Texas in Austin, James began his career working with individual investors as a representative at Fidelity Investments in 1997 in Dallas.  A jump to the Michigan Ave branch office of Charles Schwab in 1999 brought him to Chicago.

📢 Stay Ahead in Wealth Management!

Are you a financial professional looking to scale and optimize your practice? Subscribe to Discipline Wealth Solutions for the latest insights, industry updates, and strategic growth opportunities.


By submitting this form, you are consenting to receive marketing emails from: . You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact