Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Risk Management Strategies, Estate Planning, Financial Education
As a financial advisor, James’s mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. He is trained and licensed to provide financial solutions to his clients and prospects. His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, James is able to utilize the team approach and draw upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients.
James graduated Magna Cum Laude from Bentley University. He also holds an MBA from Boston University with high honors and an MS from the University of Massachusetts-Boston. He has 14 years of investment advisory experience and is a Certified Management Accountant (CMA), a Certified Investment Management Analyst (CIMA), a Chartered Alternative Investment Analyst (CAIA) and a Certified Private Wealth Advisor (CPWA).
James lives in Squantum, MA with his wife, Sheila and son, Tom. He currently serves on the CIMA Certification Commission for the Investments & Wealth Institute and formerly served on the Advisory Board of Style Analytics Inc. In his free time, you will find James renovating his home or running outside. James has also completed six marathons.
Bentley University (BS, 2000-2004)
Boston University (MBA, 2006-2008)
UMass-Boston (MSIT, 2013-2016)
Affiliations & Memberships
CIMA Certification Commission for the Investments & Wealth Institute
Check the background of this investment professional on FINRA’s BrokerCheck
100 William Street 3rd Floor
Wellesley, MA 02481