Jim is a seasoned, results-driven leader and trusted team player who spent more than 20 years in positions of responsibility in and around the global financial and capital markets. A well respected CFO in the asset management industry, Jim also played leadership roles inthe development, placement and fiduciary oversight of investment products in all types of economic environments– often in collaboration with high level decision and policymakers.
Taking into account all aspects of his clients’ and their loved ones’ lives, Jim helps his clients balance short term savings andcash flow planning needs withthe realization of long-term financialsecurityand wealthaccumulation and preservationobjectives. Heislaserfocusedon replacingthe murkiness –sometimesfearandavoidance– and burden of the financial management process with a line of sight to the achievement of his clients’ short, mediumandlong-term goals.
His subject matter expert colleagues at Commonwealth FinancialGroup provide deep technical knowledge and customized analysis in the disciplines that are crucial to the development of robust long-term financial and investment plans that respond to and support each client's unique circumstances.
Jim believes that “choice,not chance,determines one’s destiny.”He is dedicated to educating his clients about their choices and helping them to build, execute on and oversee, sound forward thinking financial and investment plans. His clients tell him that he helps them to see their financial and business affairs with purpose, clarity,a longerterm view and from perspectives that they have not seen before.
Jim graduated from the University of Connecticut with a B.S. in Accounting and holds an MBA from Babson College. He holds several securities licenses which enable him too ffer comprehensive, full service financial planning and investment advisory services through Commonwealth Financial Group. Jim is a former CPAand is licensed to offer Life, Accidentand Healthinsurance.
Active in his community, Jim also serves ontheboard of the Boston Medical Center. He resides in Needham, MA and Clinton, CT with his wife, Soni and their two daughters.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies