Jim leads our Philadelphia office and counsels and advises clients on financial planning and investment. He joined RegentAtlantic as part of the combining with Hillview Capital in 2019, having spent 19 years as wealth advisor with Hillview. Prior to joining Hillview, Jim was a Senior Associate and Client Relationship Manager for CMS Companies. In addition, Jim served as Corporate Leader for CoreStates Bank and was an Accountant for the Vanguard Group. He is currently on the Board of Directors of the Anti-Violence Partnership of Philadelphia, HelpHopeLive (formerly the NTAF), and Luv4Logan.
Jim holds an MBA from the University of Georgia and a BA from Wake Forest University.