My Story

Relying on 30 years’ experience in wealth management, Jim provides investment advisory services to high net worth individuals and their families, foundations, endowments and non-profit institutions.

Jim’s expertise is valuable to the community organizations he diligently serves, as well. He sits on the advisory board for the Catholic Inner City Schools Educational Fund (CISE) and the board of trustees for St. Margaret Hall.

Ask Jim About

• High net worth individuals and their families
• Foundations, endowments, nonprofits