James Weber

CFA
Private Wealth
James Weber
James "Pat" Irish is a CFA charterholder and seasoned financial advisor specializing in private wealth management. He empowers individuals and families to achieve their long-term financial goals through carefully tailored strategies and personalized guidance. With a foundation built upon his education at Notre Dame, Pat brings a disciplined yet innovative approach to wealth planning, investment management, and estate planning. He is committed to building lasting relationships with his clients, offering clarity and confidence in navigating the complexities of the financial landscape. Beyond the world of finance, Pat enjoys collecting a piece of sports history; he boasts a collection of over 500 vintage sports pennants.
💡 Fun Fact: I have a collection of 500+ vintage sports pennants.
Language(s) English, Japanese, French
Gender M
Colleges Notre Dame
Accreditations CFA
Specialty Private Wealth
Assigned Branch LOC_IN_02