James Monteverde

President and CEO

Finance / Banking / Insurance

The past president of the Pennsylvania and Pittsburgh chapters of the National Association of Insurance and Financial Advisors, James Monteverde is an innovative leader in the financial services industry. Mr. Monteverde founded The Monteverde Group, and he oversees the operations of the company’s three offices in West Virginia, Pennsylvania, and Florida. Organizers of financial planning conferences recognize James Monteverde’s expertise and frequently invite him to speak. He has authored the books Wealth Enhancement and Preservation, second edition (Esperti Peterson Institute, 1996) and 21st Century Wealth (Esperti Peterson Institute, 2000).