Experience 27 Years
Jim is a partner of the firm and manages the overall client service effort for the firm’s private client channel. He also serves as a relationship manager working directly with individuals and families in managing their wealth. Jim’s passion is forming long-term client relationships and understanding each client’s needs and risk tolerance in order to better match them with the GW&K strategies that will help to meet their investment objectives.
Prior to joining GW&K in 2003, Jim spent two years at Putnam Investments within the international equity division as a portfolio analyst working with institutional clients. Jim began his career at Mellon Private Asset Management within the private wealth group where he worked within sales and portfolio management and ultimately in a business development role.
Jim received his BS in Business and Finance from Marist College, and earned an MS in Finance from Boston College. He is a CFA® charterholder and is a member of the CFA Institute and the CFA Society Boston.
At GW&K, there is a true open-door policy and a strong entrepreneurial culture that drives people to learn, grow, gain confidence, and advance. This is just one of the reasons that I, like many other colleagues, have had long careers at GW&K.
Year-end is an excellent time to review your estate and financial plan. GW&K’s Wealth Strategist, Melissa Jacoby, shares year-end planning ideas that may offer meaningful tax-savings opportunities in her updated guide.Read Article