GARDEN CITY, NY, March 14, 2025 /24-7PressRelease/ -- James V. Rudolph has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.

Mr. Rudolph, an esteemed expert in estate and legacy planning, has built a distinguished career over the past two decades. As the founder of Castfirm, which he founded in 2023, he focuses on a client-first approach by providing comprehensive estate planning services, real estate transactions, financial advice and investment management solutions.

Before founding Castfirm, Mr. Rudolph served as a private banker and managing director at JPMorgan Chase & Co. During this period, his focus was on managing ultra-high-net-worth client portfolios and bringing his expertise in estate planning to bear for clients. Prior to his tenure at JPMorgan Chase & Co., he held the position of managing director and private banker at Citi from 2017 to 2021. His leadership and strategic vision were instrumental in building a revenue book of approximately $16 million annually.

Mr. Rudolph's career trajectory also includes his role as managing director at US Trust from 2011 to 2017. There, he leveraged his estate planning acumen to become a successful salesperson and business developer. His achievements in this capacity earned him recognition as a top-performing advisor at both Bank of America and Citibank. Additionally, he is an active member of the Chamber of Commerce, reflecting his commitment to industry engagement and professional growth.

Mr. Rudolph's academic background laid a strong foundation for his career accomplishments. He earned a Juris Doctor from the Maurice A. Deane School of Law at Hofstra University in 2006, following a Bachelor of Arts in political science and government from the University of Scranton in 2003. He completed his secondary education with a diploma from Chaminade High School in 1999. These educational experiences equipped him with the legal knowledge and analytical skills essential for his success in the financial sector.

In addition to being a licensed attorney in New York and New Jersey, Mr. Rudolph holds the designation of registered investment advisor, which underscores his proficiency in providing sound financial guidance. He attributes his success to hard work and an innate ability to connect with people, qualities that have significantly expanded his client base and professional network.

Beyond his professional endeavors, Mr. Rudolph is actively engaged in civic activities as a volunteer with a local youth sports program. This involvement reflects his commitment to community service and mentorship.

In his personal life, Mr. Rudolph enjoys spending time with his family, skiing, and playing golf. Looking ahead, he is dedicated to expanding Castfirm and establishing its reputation as a bespoke, client-focused boutique business. Ultimately, he aims to enhance Castfirm's current footprint and achieve greater success in the future.

About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.

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