James founded Wealthwise Private Client while working with Northeast Financial Network. He began his career at a Wall Street firm specializing in investment solutions before launching his own practice in 2005. He has been a Certified Financial Planner since 2010, has earned Series 7, 63, 65, and 24 certifications, and is a member of Finseca (formerly AALU), an organization dedicated to elevating financial security professionals and advocating for the profession.
A graduate of both the University of Hartford and Fairleigh Dickinson University, James leads advisors in four wealth management offices across New Jersey, New York, Connecticut, and Massachusetts. He was recognized as a Forbes Top Securities Professional in 2021, 2022, 2023, and 2024.
With decades of experience, James brings a wealth of expertise and dedication to Wealthwise Private Client. The firm’s philosophy is simple: empower clients to outthink the ordinary, embrace innovation, and achieve unparalleled success in their financial endeavors.
Married with three children, James is an avid golfer, pickleball player, runner, fisherman, and New York sports fan.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License Number - 0G21238.