James P. Reese, Jr.
Treasurer & Principal
James P. Reese, Jr. is the Treasurer and one of the original founding shareholders of Strategic Wealth Management Group, Ltd.
In 1993, Mr. Reese along with Mr. Bigley and Mr. Berquist formed Strategic Wealth Management Group, through its business partnership with MACC, a registered broker dealer and MAFM, a registered investment adviser, in order to specialize in performance driven, comprehensive wealth management strategies for a select group of clientele.
As a consultant backed with over 30 years of experience in public accounting and the financial services business, Jim provides extensive investment, tax, and estate planning research for all of the firm’s personal, corporate, and institutional clientele.
Prior to founding Strategic Wealth Management Group, Ltd., Mr. Reese was affiliated with Mid Atlantic Capital Group. MACG was a regional financial services company providing consultation in diverse client service areas including investment banking, corporate finance, asset management, tax, insurance and healthcare financial management.
During his eight years with MACG, Mr. Reese initially served in the capacity of chief financial officer. He relinquished that role in 1988 in order to specialize in the firm’s wealth management practice.
Mr. Reese graduated from Robert Morris University in May 1983 earning high academic honors as a magma cum laude graduate. Jim was inducted into the Robert Morris University Honorary Academic Hall in December, 1983.
Upon graduation from Robert Morris University, Mr. Reese became affiliated with the international accounting firm of Coopers and Lybrand. During his tenure with Coopers and Lybrand, Jim earned his Certified Public Accountant designation and was engaged in diverse areas of the firm's audit and tax practices.
Mr. Reese is involved in several local government and youth athletic activities. Jim presently serves on the Bethel Park School District’s Citizen Finance Committee. In addition, he is actively involved in the Bethel Park Baseball and Football Associations in a head coaching capacity.