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James D. Di Virgilio, CIMA®, CFP®

jdivirgilio@cddwealth.com
T: 352.327.9827

Education and Designations

  • The University of Florida, cum laude, 2004 (BSBA)
  • The University of Florida, 2005 (MS)
  • Certified Investment Management Analyst®, CIMA® (2% of investors hold this certification)
    Successfully demonstrated at least three years’ of acceptable experience in investing and passed two levels of certification exams, each with an average first-time pass rate of less than 60%. In addition, attended and completed the education program, through The Wharton School,  University of Pennsylvania.
  • Certified Financial Planner™, CFP® (20% of planners hold this certification)
    Successfully demonstrated at least three years’ of acceptable experience in financial planning, completed 6 graduate school level courses, and passed a rigorous ten-hour exam certification exam (63% pass rate).

Areas of Expertise

  • Investment Management
  • Modern Portfolio Theory, Multiple Asset Class Investing, and Factor Investing
  • Financial Planning

Professional Activities

  • Adjunct professor and regular lecturer at the University of Florida, working with the College of Pharmacy, the University Athletic Association, the College of Engineering, and the Warrington College of Business, among others.
  • 2016 University of Florida Outstanding Young Alumni Award Winner (1 of 24 across the entire University) The award is given to those who have distinguished themselves in their profession and community, and have had a significant professional accomplishment on the State, National, or International Level.
  • Judge for Entrepreneurial and Business competitions held at UF, and a mentor for Entrepreneurs in the community.
  • Past President of the Board of Trustees for the Gainesville Sports Commission, an organization that brings millions in economic benefit to the Gainesville community through sports tourism.