Jim contributes to the development of the firm’s business and serves as a liaison for prospective clients. He has worked in the financial services industry since 2006. Jim joined Fiduciary Investment Advisors LLC in 2016, which combined with Fiducient Advisors in 2020.
Prior to joining the firm, Jim worked as an Account Manager for Moody’s Analytics and spent six years working in Boston for GW&K Investment Management. He earned an MBA from the University of Miami graduated with a BA from Saint Anselm College. Jim is an active member of the Exchange Club of West Hartford. In his free time, Jim enjoys golf, running, lacrosse, travel and spending time with his wife, two daughters and son.