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Jim has nearly 30 years of experience managing investment portfolios and providing financial advice to individuals, families and charitable organizations in the New York metropolitan region. He is a member of RegentAtlantic’s Investment Committee, helping shape the Firm’s investing strategy. As a Wealth Advisor and Chair of the Firm’s Neighborhood Nonprofits Group, Jim works with a breadth of clients and has a particular expertise working with nonprofits and individuals affected by divorce. He serves on the Board of Directors and is a past President for the Estate Planning Council of Northern New Jersey. Jim currently serves on the Investment Committee and was a former board member of Jersey Battered Women’s Service, and has provided pro bono financial counseling at area women’s agencies. He served as a board member of the New Jersey Collaborative Law Group, as a past President of the Board of Trustees at The Red Oaks School, and was a former Treasurer and a member of the Board of Directors of Preschool Advantage where he continues to serve on the Finance Committee. Previously, Jim was a Vice President and Portfolio Manager with the US Trust Company of New York (Florham Park), and held similar positions at Wachovia Bank, Chase Manhattan, SLH Asset Management and Mellon Bank.
Jim holds a BA in Business from Western State College of Colorado and an MBA in Finance from Drexel University, as well as the CERTIFIED FINANCIAL PLANNER™ Chartered Financial Analyst and Certified Divorce Financial Analyst certifications.