About James

With more than 15 years of experience in the financial services industry, I am a Wealth Management Advisor at TIAA. I am also a Chartered Financial Analyst (CFA®) charterholder.
I enjoy getting to know my clients from multiple meetings with them, understanding what is important to each individual, and helping them develop and implement a financial plan that is tailored to their priorities and goals. While some core financial planning concepts are universal, I believe that each client I meet with has a unique set of circumstances they entrust to me, which allows me to customize their plan accordingly. I have a special connection with TIAA, as my mother worked with the company before I was born and had taken me to her former office to introduce me to her coworkers.
I focus on helping busy individuals with tax-efficient income planning, disciplined asset allocation and coordinated planning through a comprehensive plan.
I received my Bachelor of Science in Finance from Manhattan College. I then went on to complete my MBA at Pace University with dual concentrations in financial economics and portfolio management