James D. Di Virgilio | Partner
jdivirgilio@cddwealth.com
T: 352.327.9827 F: 888.392.7701
Practice Areas
- Investment Management
- Corporate and Non-Profit Retirement Accounts (401k, 403b, Pension Plans, etc.)
- Tax Efficient Portfolio Strategies
- Long-Term and Short-Term Portfolio Construction
Education
The University of Florida, cum laude, 2004 (B.S., Business Administration)
The University of Florida, 2005 (M.S.)
Practice
James Di Virgilio specializes in strategic investment management and believes strongly in the tenets of Multiple Asset Class Investing. His practice is focused on providing specialized investment advice and creating optimal portfolios for individuals and families across various age groups and professions.
Prior Experience
Prior to founding the firm, Mr. Di Virgilio served as an advisor with Merrill Lynch.
Professional Activities
Mr. Di Virgilio currently serves on the Board of Trustees for the Gainesville Sports Organizing Committee, is the Vice President of Athletics for the Titletown Gator Club, and conducts personal finance workshops for University of Florida student athletes.