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.