James is focused on providing guidance to retirement plan participants and helping his private clients addressing the two fundamental questions that every investor has: "Will I make it, and do I have any financial blind spots?"
In answering the question, 'Will I make it?', we have found the majority of people we speak with haven't even defined 'it!' Our work starts by helping you define everything you are trying to accomplish with your wealth, with a high degree of specificity. Next, we then take a look at your financial picture to determine the probability of these financial goals occurring. If goals do not align with your current financial situation, we design a detailed plan to get you on track.
We then move to Question 2: 'Do I have any financial blind spots?' Our team takes a 360 degree look at you financially to determine if there is anything you might have overlooked that might do yourself, your family or your business harm. If we uncover any issues in that discovery phase, we introduce concepts and products designed to mitigate that risk. Prior to Sentinel, James worked at OppenheimerFunds, consulting with the largest wealth management firms in New York City. His expertise there was in retirement solutions, practice management, and niche investment classes (emerging markets, MLPs, high yield municipal debt, and smart beta).
Prior to joining OppenheimerFunds, James worked as an Investment Consultant at Sentinel Benefits & Financial Group, leading a team working with retirement plan trustees on investment menus, employee education, plan design & effectiveness, and financial planning. He also served on Sentinel’s Investment Committee, building investment strategies and financial plans for private clients. James holds a B.A. in Economics from Boston University.
James is a CERTIFIED FINANCIAL PLANNER™. He also holds the AIF® and CPFA designations. In his spare time, James is very involved with Big Brother Big Sister of New York City, serving on the Executive Board of the Young Professionals Committee and as a mentor.