Insight-based advice

Jim began his career in the financial services industry in 2000 and joined UBS in 2002. Previously, Jim progressed through a variety of roles within a privately owned small business, providing him with a hands-on understanding of the short term and long term challenges that business owners and their companies face.  

The experience to guide you forward
Wealth planning facets including investment management, risk management, multigenerational wealth transfer and philanthropic planning form the core of Jim’s practice. Having navigated multiple bull and bear markets amidst a variety of economic cycles over the past 20+ years, Jim’s patience, experience and perspective are central to the tailored financial advice and solutions he provides to affluent families, entrepreneurs and businesses.  Jim holds the Series 7, 63 and 65 securities licenses and is licensed to offer Life and LTC insurance.

Professional achievements and education

Jim has been recognized by Forbes as a 2022 Best-In-State Wealth Advisor. The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

B.A., Psychology, College of the Holy Cross

Outside of UBS
A lifelong resident of western Massachusetts, Jim is actively engaged in his community and is passionate about helping children and adults who have developmental disabilities. Jim coached youth sports for several years and is an active volunteer with several non-profit organizations. He currently serves on the Board of Directors at Pathlight (formerly The Association for Community Living). Jim lives in Longmeadow, MA with his wife Michelle and their three children. He enjoys spending time with family and friends, golf and travel.