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Team Members

James Fitzgerald

Director of Marketing and Business Development

James has been with the firm since 2018 and brings with him ten years of experience in financial services, specifically in fixed income. With former clients including CEOs, CFOs, Portfolio Managers, Product Specialists, and Traders, James’ experience has allowed him to develop, maintain, and manage relationships and provide liquidity for the account base.

In his role with HVIA, James is responsible for planning and developing the firm’s marketing plan, which includes implementing the firm’s marketing strategy, identifying target markets, developing and maintaining new and existing relationships, and being an ambassador for the firm within the community.

James currently resides in Orange County.

Albertus Magnus College, New Haven, CT

  • Bachelor of Science in Finance–2010

Hudson Valley Investment Advisors 4/2018–present

  • Director of Marketing and Business Development

D.A. Davidson 9/2015–3/2018

  • Fixed Income Institutional Sales/Trading

Janney Montgomery Scott 7/2012–9/2015

  • Fixed Income Institutional Sales/Trading

Hudson Valley Investment Advisors 7/2010–7/2012

  • Assistant Portfolio Manager
  • Hudson Valley’s Investment Policy Committee
  • Background Information

    James has been with the firm since 2018 and brings with him ten years of experience in financial services, specifically in fixed income. With former clients including CEOs, CFOs, Portfolio Managers, Product Specialists, and Traders, James’ experience has allowed him to develop, maintain, and manage relationships and provide liquidity for the account base.

    In his role with HVIA, James is responsible for planning and developing the firm’s marketing plan, which includes implementing the firm’s marketing strategy, identifying target markets, developing and maintaining new and existing relationships, and being an ambassador for the firm within the community.

    James currently resides in Orange County.

  • Education & Training

    Albertus Magnus College, New Haven, CT

    • Bachelor of Science in Finance–2010
  • Business Experience

    Hudson Valley Investment Advisors 4/2018–present

    • Director of Marketing and Business Development

    D.A. Davidson 9/2015–3/2018

    • Fixed Income Institutional Sales/Trading

    Janney Montgomery Scott 7/2012–9/2015

    • Fixed Income Institutional Sales/Trading

    Hudson Valley Investment Advisors 7/2010–7/2012

    • Assistant Portfolio Manager
  • Notable Memberships
    • Hudson Valley’s Investment Policy Committee