Jimmy joined the Pustover Financial Services team in September 2024, bringing with him more than four years of experience in the financial services industry. Prior to joining the firm, he served in several client-facing roles at another financial institution, gaining valuable experience across operations, investments, and client service.
As an Investment Operations Associate at PFS, Jimmy is responsible for processing investment-related activities, opening new accounts, and ensuring each client interaction runs seamlessly. He plays a key role in supporting both Joe and clients. He holds a Life & Health License and FINRA Series 7 & 63 License.
Jimmy earned his bachelor’s degree in Actuarial Science from the Robert Morris University. Outside the office, he enjoys staying active at the gym, exploring new restaurants, spending time with family and friends, and having his blood pressure rise watching the Pittsburgh Penguins.