James Molleca

James A. Molleca, Jr. CTFA
FESP Client Manager

1340 Broadcasting Rd

Suite 100,

Reading, PA 19610-3220

About me

Background

I’m a Client Manager with Truist Foundations and Endowments Specialty Practice, offering clients more than 10 years of diversified financial services and investment management experience. 

Education

MBA
Rutgers Graduate School of Management

Personal Interests

I’m a member of the executive board and board finance committee of the Hawk Mountain Council of the Boy Scouts of America, where I’m is also an active assistant scoutmaster and earned my Wood Badge Beads in 2019.  

I’m also a dedicated community volunteer and participate in Truist Lighthouse outreach efforts.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Tailored investment services and comprehensive administrative solutions for not-for-profit endowments and foundations

To
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