Jim leads our efforts in the Philadelphia and Baltimore areas and has over 25 years of experience providing counsel and advice to his clients. Jim counsels business owners and high-net-worth families on their complex planning as well as investment solutions to fit their needs. He joined RegentAtlantic as part of the merger with Hillview Capital in 2019, having spent 19 years as a partner and wealth advisor with Hillview. Prior to joining Hillview, Jim was a Senior Relationship Manager for CMS Companies, where he provided planning and investment advice to his high-net-worth clients. In addition, Jim served as a Corporate Leader for CoreStates Bank and began his career with The Vanguard Group. Jim is the Chairman of the Board of Help Hope Live, a national organization that provides financial support for people in medical crisis.
Jim holds a BA from Wake Forest University and an MBA from the University of Georgia. He lives in suburban Philadelphia with his family and is very active in a variety of community organizations.