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$3.9 trillion
In invested assets globally
As of 12/31/2022
With over 15 years of experience in the Financial Services Industry, James works with his clients to build comprehensive financial plans based on their needs and goals. As your personal advocate, James will provide you with advice that is tailored to your circumstances and priorities. James starts with a detailed plan for all you'd like your wealth to achieve. Over time, he will carefully monitor and communicate about every aspect of the process that impacts your portfolio, adjusting your plan as necessary, so you can embrace your financial future with confidence.
It takes more than investment guidance to help you move forward with confidence; it takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.
James and his wife Jessica currently reside in Ridgewood, NJ with their two children. He enjoys spending time with his family, golfing, fishing, skiing, and riding his mountain bike.
Lets connect
With over 15 years of experience in the Financial Services Industry, James works with his clients to build comprehensive financial plans based on their needs and goals. As your personal advocate, James will provide you with advice that is tailored to your circumstances and priorities. James starts with a detailed plan for all you'd like your wealth to achieve. Over time, he will carefully monitor and communicate about every aspect of the process that impacts your portfolio, adjusting your plan as necessary, so you can embrace your financial future with confidence.
It takes more than investment guidance to help you move forward with confidence; it takes an understanding of your entire financial life, your hopes and dreams – and a clear road map for getting where you need to go.
James and his wife Jessica currently reside in Ridgewood, NJ with their two children. He enjoys spending time with his family, golfing, fishing, skiing, and riding his mountain bike.
Lets connect
By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
Seek returns and drive change through sustainable investing
Your values define you. But do your investments reflect who you are? As a global leader in sustainable investing, we can help your portfolio align with your principles, while seeking returns.
$3.9 trillion
In invested assets globally
As of 12/31/2022
#1
For Ultra-High Net Worth clients
Euromoney Private Banking and Wealth Management Survey, 2016-2020
#1
Family office services
Euromoney Private Banking and Wealth Management Survey, 2022
