James strives to provide his clients with a greater understanding of their own financial situation. He employs care and attention to detail in building an understanding each client’s short and long-term needs as a basis for a customized financial framework. His background lies mainly in wealth management, with an emphasis on integrating tax-efficient investments into comprehensive financial planning solutions. In addition, he focuses on business development and new client acquisition for the firm.
James received his B.A. from Tufts University with a major in Economics and a minor in Entrepreneurship. While at Tufts, James was an offensive midfielder for the Varsity Men’s Lacrosse team.
James is originally from New York and enjoys an active lifestyle. In his spare time, James participates in organized sports and cross-training. Among other things, James is an avid golfer, runner, and enjoys traveling.
James maintains the FINRA Series 7 and 66 securities licenses, as well as the Life, Accident, and Health Insurance licenses.