James Witner

James Witner is an Investment Analyst at Diversified Enterprises, LLC, based in Exton, PA. He is responsible for supporting the firm's investment committee in portfolio management, conducting market research, and contributing to tactical asset allocation decisions. Witner plays a key role in monitoring economic conditions, evaluating investment strategies, and ensuring portfolios align with clients' financial goals and risk tolerance.

Witner specializes in a diversified approach to investing, covering a broad range of asset classes including equities, fixed income, and alternative investments. His work involves analyzing both domestic and international markets, with a focus on identifying opportunities and managing risk across various sectors such as technology, healthcare, and financial services. He is committed to maintaining a disciplined investment process that emphasizes long-term growth and portfolio efficiency.

Prior to joining Diversified Enterprises, Witner served as a Financial Education Intern at PSECU, where he gained foundational experience in financial planning and client education. He holds a Bachelor of Science in Finance from West Chester University of Pennsylvania. Witner's contributions to the investment industry include active participation in the firm's investment committee, regular market analysis, and ongoing support for clients' wealth management needs.