Associate Wealth Advisor
James is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. His primary responsibilities include portfolio trading, client reporting, research and portfolio construction. Previously, James worked as the Analytics Lead for a prominent service-oriented organization in northern New Jersey. James graduated from The College of Wooster where he received his B.A. in Business Economics and served as a trustee on Wooster’s student-run Jenny Investment Club and operated a cryptocurrency mining and consulting business. James resides in Essex Fells, NJ where he enjoys mountain biking, working on his classic BMW, maintaining his garden and going on hikes with his dog.