Jim has over 45 year of experience as a Financial Advisor. He has been affiliated with such well-regarded financial services firms as PaineWebber, Alex. Brown, Merrill Lynch, and now, RBC Wealth Management. His experience has fostered a discerning commitment to providing the highest quality client service, investment advice and wealth management available in the industry today. The financial strength and deep resources of RBC Wealth Management provide an excellent platform for Jim's practice.

Graduating Bennington College with a BA in Economics and Politics in 1977, Jim has also earned the Accredited Asset Management Specialist designation from the College of Financial Planning, a retirement income planning certification from the Wharton School and is a RBC Portfolio Manager.

Jim and his wife live in Darien CT where she pursues her art career. Their three adult children pursue careers in finance, music and solar energy. In his free time, Jim is an avid tennis player and supports several important charities including The American Cancer Society, Song For Charlie, Atlas Performing Arts Center and The Well Done Foundation.