Experience 5 Years
James is a member of our client service team responsible for servicing both GW&K’s institutional and private clients. As a client service associate his goal is to ensure clients meet their long-term objectives and investment mandates. He serves as a primary resource for clients, addressing all questions and concerns.
Prior to joining GW&K in 2018, James was a paraplanner with Samuel Financial LLC where he helped advisors analyze client needs and prepare plans and reports. James also placed trades in client accounts and helped to research and implement investment models for use with clients.
James received a BA in Economics from Amherst College in 2016. He is a level II CFA Candidate and holds the Series 7 license with FINRA.
I enjoy the healthy collaboration and synthesis within GW&K. Whether it’s working with the investment management teams, marketing, or operations, I constantly have new opportunities to learn and grow, with the ultimate goal of serving our clients as best as possible.