James Herlein - Email & Phone Number

Chief Financial Officer at Gladstone Wealth Partners

James Herlein is based out of Olathe, Kansas, United States and works at Gladstone Wealth Partners as Chief Financial Officer.

James Herlein's Contact Information

James Herlein's Work email

j*****@gladst***.com

Valid

Latest update

September 18, 2025

Location

Olathe, Kansas, United States

James's current employer

Gladstone Wealth Partners

Description

With offices around the nation, we make finding a financial advisor near you easy. Contact Gladstone Wealth Group today.

Website

gladstonewealth.com

HQ Location

Chester, New Jersey, United States

Number of employees

11-50

Industry

Financial Services

Latest update

April 30, 2024

Read about Gladstone Wealth Partners

Frequent questions about James Herlein

What company is James Herlein working for?

James Herlein works for Gladstone Wealth Partners.

What is James Herlein's function at Gladstone Wealth Partners?

James Herlein is Chief Financial Officer at Gladstone Wealth Partners.

Where is James Herlein based?

James Herlein is based out of Olathe, Kansas, United States.

What is James Herlein's work email address?

James Herlein's professional email address is j*****@gladst***.com

Who are James Herlein's co-workers?

James Herlein's colleagues are Richard Frick, Gabrielle Parisi, Kristopher Bonocore, Keith Brothers, Owen Pardo, Jennifer Hoffman, Gerard Touhey, Michael Carberry, Ian Ratner, Jay Weinberg, Doug Frank, Michael Struckman, Jennifer Tarantino, Peter Rossi, Jill Cline, Todd Shagin, John Gallo, Christine Nolan, Mike Schneider, Jon Devereaux, Phil Marchetti, Craig Kessler, Ken Chan, Nate Pribyl, Dan Cavise, David Ferrell, Jason Tata, Keith Boyd, Paul Tullo, Lauren Fenske, Jack Dougherty, Elizabeth Vargas.

James's co-workers

Richard Frick

Managing Partner, CEO

Gabrielle Parisi

Executive Assistant to Founder & Chairman

Kristopher Bonocore

President

Keith Brothers

Managing Partner, Co-Founder

Owen Pardo

Senior Vice President Private Wealth

Jennifer Hoffman

Vice President Operations

Gerard Touhey

Managing Director

Michael Carberry

Managing Director, National Sales

Managing Director-National Sales

Michael Struckman

Managing Partner, Head of National Sales

Jennifer Tarantino

Managing Director Private Wealth Advisor

Peter Rossi

Managing Director-National Sales

Jill Cline

Director of Onboarding and Integrations

Todd Shagin

Managing Director/ Private Wealth Advisor/ Portfolio Manager

John Gallo

Financial Advisor

Christine Nolan

Client Relationship Manager

Mike Schneider

Private Wealth Manager

Chief Investment Officer

Ken Chan

Private Wealth Advisor

Nate Pribyl

Private Wealth Advisor

Dan Cavise

Private Wealth Advisor

Private Wealth Advisor

Paul Tullo

Assistant Finance Manager

Senior Financial Advisor

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