Jim provides comprehensive wealth management guidance for high-net-worth individuals, family offices and institutions, specializing in equity sales and portfolio management. He takes pride in offering reliable and honest counsel for clients, as well as disciplined, high-quality service. Jim assesses clients’ unique needs and objectives to design customized financial strategies.

Before joining Alex. Brown ‐ Raymond James, Jim worked at Banc of America Securities. Jim earned a bachelor’s degree in economics and fine arts from St. Lawrence University, and an MBA from Fordham University. He holds Series 7, 9, 10 and 65 licenses.

Jim is an active member of his community, serving as president of the Greenwich Skating Club and the Staunton Farm Foundation, as well as treasurer of the Greenwich Leadership Forum. He is a board member for The Capital Improvements Committee and serves on the board of directors for the Round Hill Club.

When he’s not in the office, Jim enjoys watching his sons’ sporting events as well as golfing, hunting and fishing. A Greenwich, Connecticut, native, he lives with his wife, Alison, and their children, Jimmy, Jack, Charlie, Whit and Will.