James R. Sonneborn
CFP®, CFA, CDFA, MBA
Partner and Wealth Advisor
Jim has over 30 years of experience managing investment portfolios and providing financial advice to individuals, families and charitable organizations in the New York metropolitan region.
As a Wealth Advisor and Co-Chair of the Firm’s Neighborhood Nonprofits Group, Jim works with a wide range of clients and has a particular specialty in philanthropic strategies. For donors, Jim works to construct strategies that align with the client’s philanthropic goals. In the nonprofit sector, Jim focuses on helping organizations strengthen their financial position through endowment management and planned giving consulting. He also has significant experience assisting individuals affected by divorce and holds the CDFA certification. Jim currently serves on the Board of Trustees and is Chair of the Investment Committee for the Fannie E. Rippel Foundation. He is 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, is a past President for the Estate Planning Council of Northern New Jersey, a past President of the Board of Trustees at The Red Oaks School, and was Treasurer and a member of the Board of Directors of Preschool Advantage, where he continues to serve on the Finance Committee. Prior to joining the Firm in 2006, 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 Colorado University and an MBA in Finance from Drexel University, as well as the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst and Certified Divorce Financial Analyst certifications.