Jim began his career in the financial services industry in the early 1980’s with a NY based municipal bond firm and transitioned into a full service financial advisor in 1984. Jim has worked for Wall Street’s EF Hutton, as well as Advest before progressing to RBC Wealth Management. Along the way Jim partnered with Jamie Weil, creating the Personal Wealth Management team which has been managing clients’ assets since the early 2000’s. Located in Jericho, New York Jim is an Accredited Investment Fiduciary®, has passed the Series 7, 63 & 65 securities exams, and is a Focus Portfolio Manager for the Personal Wealth Management team. Jim’s four decades of experience provides the team with a seasoned foundation of asset management.
Jim believes it’s important to give back to his community and does so by volunteering for Habitat for Humanity and the YMCA. Additionally, he is a past president of the Townwide Fund of Huntington and the Suffolk County Council of the Boy Scouts of America.
Jim resides in Northport, NY with his with Carol, and is a family man at heart. He spends his free time enjoying the company of his three grown children and his two grandsons. He is an avid sailor in the summer and an ice boater in the winter. He also appreciates reading, yoga and making his own wine.
