Founder & Partner | Chief Executive Officer
Jim has worked in the wealth management industry for over 30 years, focusing on servicing ultra-high-net-worth individuals, with a particular emphasis on curating attractive private investment opportunities. In recent years, Jim has been recognized in Barron’s national Top 100 Private Advisors in 2021 and 2022. He was most recently a Managing Director at Morgan Stanley Private Wealth Management after serving as a Director at Credit Suisse Private Banking North America. Originally, Jim had arrived at Credit Suisse with the acquisition of Donaldson, Lufkin & Jenrette, where he was a founding member of the Philadelphia office in 1991. Jim received a B.S. in Finance from St. Joseph’s University.