From the time James joined a regional brokerage firm in 1980 to present, his goal has been to offer his clients best-in-class strategies. James’ early focus was on bank stocks and municipal bonds, the core strengths of his firm. This dual focus led to many relationships with institutional and private investors that endure to this day. As James continued to build his business among high-net-worth private investors and regional institutional investors, he discovered numerous corporate clients that could potentially benefit from innovative strategies. The result of James’ efforts over the course of the 1990s and the 2000s was: A focus on stock option and corporate equity strategies in the mid-Atlantic states An interest rate product and credit business that spanned two continents, and counterparties ranging from supranational organizations to hometown banks A private client business that supported clients seeking thoughtful strategies At J.P. Morgan, James has returned to his small firm roots. Here, he finds himself surrounded by some of the most innovative individuals in the industry. The firm’s balance sheet helps to reassure his clients that James and the firm will both be viable to continue working toward each client’s unique goals.
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Insights
Today’s U.S. real estate dilemma: Buy, build, sell now—or wait?
September 15, 2022Where the property is located may be critical in the next one to two years. We find significant disparities in short-term, potential price drops among major metro areas.Read Now
Big market swings are tough, but staying invested is crucial
September 15, 2022Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping investors weather the storm.Read Now
Market Thoughts: Today’s key investor question is, “What’s in the price?”
September 14, 2022A hard landing isn’t reflected in market pricing, the rally is fragile and global inflation is still too high. We expect the Fed to keep fighting.Read Now
10 tips to help you make the most of your 2022 year-end planning
September 13, 2022This year, you’ll want to start getting your financial house in order as early in the fall as possible.Read Now
So long, summer
August 31, 2022Summer wasn’t exactly hunky dory for markets, but was it as bad as many investors expected it to be?Read Now
What to expect from Jackson Hole
August 24, 2022We don’t expect a major “pivot,” but Jerome Powell could offer insight on three questions.Read Now
What the Inflation Reduction Act could mean for the economy
August 18, 2022Sustainable goals should get a boost, but will the new law meaningfully curb inflation? Probably not.Read Now
Three ways you can help your teenager make the most of a new school year
August 18, 2022It’s not too soon to plan. Start by helping your student articulate their goals for the year.Read Now
Retirement planning? Even multimillionaires can run out of money
August 18, 2022Spending a standard 4% annually might put your portfolio at risk, given the prospect of lower investment returns and higher inflation.Read NowToday’s U.S. real estate dilemma: Buy, build, sell now—or wait?
September 15, 2022Where the property is located may be critical in the next one to two years. We find significant disparities in short-term, potential price drops among major metro areas.Read NowBig market swings are tough, but staying invested is crucial
September 15, 2022Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping investors weather the storm.Read NowMarket Thoughts: Today’s key investor question is, “What’s in the price?”
September 14, 2022A hard landing isn’t reflected in market pricing, the rally is fragile and global inflation is still too high. We expect the Fed to keep fighting.Read Now10 tips to help you make the most of your 2022 year-end planning
September 13, 2022This year, you’ll want to start getting your financial house in order as early in the fall as possible.Read NowSo long, summer
August 31, 2022Summer wasn’t exactly hunky dory for markets, but was it as bad as many investors expected it to be?Read NowWhat to expect from Jackson Hole
August 24, 2022We don’t expect a major “pivot,” but Jerome Powell could offer insight on three questions.Read NowWhat the Inflation Reduction Act could mean for the economy
August 18, 2022Sustainable goals should get a boost, but will the new law meaningfully curb inflation? Probably not.Read NowThree ways you can help your teenager make the most of a new school year
August 18, 2022It’s not too soon to plan. Start by helping your student articulate their goals for the year.Read NowRetirement planning? Even multimillionaires can run out of money
August 18, 2022Spending a standard 4% annually might put your portfolio at risk, given the prospect of lower investment returns and higher inflation.Read Now