James Howley
Client Service Administrator
James Howley is a Client Service Administrator on the Lane Hipple team at Moneta. He supports clients with responsive service, coordinates with advisors for onboarding, and helps ensure a seamless experience at every stage of the client relationship.
James joined Moneta after working as an intern in 2025 and early 2026. He was drawn to Moneta’s vision as a firm and the opportunity to grow alongside the Lane Hipple Team.
James graduated Cum Laude from the University of Delaware in 2026 with a Bachelor of Science in Finance and Financial Planning & Wealth Management. Through the university’s CFP Board Registered Program, he has completed the coursework required for CFP® certification.
Outside the office, James is an avid Philadelphia sports fan who enjoys basketball, hiking, and traveling with friends and family, along with concerts, festivals, and trips down the shore.