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James serves as operating officer of U.S. private client, endowments and foundations. He is primarily responsible for change management, integrations and operational strategy. Prior to joining the firm, James served on active duty as a Marine officer, followed by a professional career in Management Consulting, Healthcare Operations and Private Equity.


  • Johns Hopkins University, Carey Business School, MBA
  • University of Delaware, BA

Community Involvement

  • Founder and CEO, Warrior Reunion Foundation
  • Active Member, Presidential Leadership Scholar program network

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