Jim joined Opus Advisory Group in 2002. A graduate of the College of the Holy Cross in Worcester, Massachusetts, Jim brought his experience with Merrill Lynch and MassMutual to the firm. Recently, Jim completed a course of study and earned his Master of Sciences in Financial Services (MSFS) degree from The American College’s Irwin Graduate School. In addition to the MSFS degree, Jim also holds the CFP® ,CLU, ChFC and CASL designations.
Jim’s technical knowledge base and problem solving abilities allow him to communicate otherwise complex strategies in a clear and concise manner. Working with high net worth clients, legal firms, and accounting firms, Jim coordinates the many layers of planning into one cohesive plan. As Director, Jim is involved in many of the future-based decisions of the firm.
Newly married, Jim and his wife Quinn live in Stamford, Connecticut.
Return To Last Page
