Focus Area
As Portfolio Associate, James plays an integral role in managing client portfolios and supports Investment Officers in developing strategies to help clients reach their financial and long-term goals.
Experience
Prior to joining the Portfolio Solutions Team, James previously worked within the Securities Department overseeing corporate actions. Prior to Joining Fiduciary, James held various internships at Bank of America Merrill Lynch: Private Banking & Investment Group division.
Personal
Originally from the Boston area, James enjoys golfing, boating, traveling, and watching all of the Boston sports teams.
