Jim serves as a Senior Relationship Associate on the Client Service Team in the Boston office, where he delivers personalized service and cultivates strong partnerships with families, endowments, and foundations. Before joining the firm, Jim was part of the client advisor services team at SCS Financial in Boston, working closely with both high-net-worth families and OCIO clients. He earned his undergraduate degree from Providence College and recently completed his Juris Doctorate degree, with a concentration in Estate Planning and Taxation, at New England School of Law in May 2024.
Education
- New England School of Law, JD
- Providence College, BS
Community Involvement
- Member, Boston Estate Planning Council
- Member, The Family Wealth Alliance - Young Professionals Network