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James F. Aten

JamesFAten

James has worked in the Trust and Investment industry since 1987 when he joined Janney Montgomery Scott in Philadelphia.  In 1988 he was hired by Fulton Bank, Lancaster, PA, as a trust portfolio manager, and later moved to Dauphin Deposit Bank and Trust in 1994 as Investment Manager for their Eastern Division based in Reading, PA.  His career developed rapidly, and he became a Principal of Allied Investment Advisors, Baltimore, MD, where he managed large Institutional portfolios.

In 2002 James joined Wachovia Bank as a portfolio manager, then in 2007 assumed a role with PNC Institutional Investments as Vice President of Institutional New Business Development in the Greater Maryland Market.  In 2011 James joined Weik Investments Inc., a Registered Investment Advisor in Wyomissing, PA as a Vice President, and in 2013 he became a Senior Financial Advisor with Coastal Investment Advisors in Wilmington, DE.

James joined National Penn Investors Trust Company in 2014 as Vice President of sales in the Lancaster Region.  With years of trust and investment experience, he works with clients to identify and create the right solutions to meet their financial needs.

James has a Bachelors degree in Economics from Millersville University and an MBA from Lebanon Valley College.  Throughout his career, James has volunteered and served with numerous charitable organizations and has coached baseball and football in the communities he serves.


Phone: 717.925.2065 Fax: 717.569.2329
Address: Lancaster, PA

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