About James

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. His early focus was on bank stocks and municipal bonds, the core strengths of his firm. This dual emphasis led to many relationships with institutional and private investors that endure to this day.

As James continued to build his business among highnet-worth private investors and regional institutional investors, he discovered numerous corporate clients that could potentially benefit from innovative strategies. The result of his 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 supra-national organizations to hometown banks.
  • A private client business that supported clients seeking thoughtful strategies.

At J.P. Morgan Wealth Management, James has returned to his small firm roots. Here he finds himself surrounded by some of the most innovative individuals in the industry. Further, J.P. Morgan's fortress balance sheet helps to reassure his clients that both James and the firm will remain viable to continue working toward each client's unique goals.

Insights

Outlook

100 trading days in: Why 2024 is different

May 24, 2024It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?Read Now
Investing

How to invest in AI’s next phase

May 23, 2024We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.Read Now
Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.Read Now
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