James Artale

Jim Artale is a Wealth Advisor within the practice and has been a member of EmVision Capital Advisors since December of 2019. Jim’s role as CFO includes monitoring cash flows and company financials, as well as creating efficient and strategic growth plans for the firm’s advisors to execute their practice at the highest level. Jim plays a pivotal role in the firm’s mergers and acquisitions strategy, where he works with our CEO to structure strategic partnerships with like-minded advisors and creates transition strategies for advisors looking to exit the business seamlessly. Jim is also responsible for the firm’s investment strategy, with a focus on implementation of research & evaluation of third-party portfolio managers, as well as continued analysis of risk. Jim is licensed with the Ohio Department of Insurance covering major lines of insurance products (e.g., Accident, Health, Life and Fixed and Variable insurance products).

Prior to joining our team, he was a Financial Advisor with AXA Advisors, LLC. During his time in college, he interned with Northwestern Mutual. He played college baseball and had two NCAA National Championship appearances.

When not in the office, he enjoys coaching his summer baseball team, working out and spending time with friends and family!