James is a Wealth Manager with The Ferris Financial Group. James provides customized advice, financial planning and investment strategies to individuals, families and business owners.
Education: James has his Masters of Business Administration (MBA) in finance from Boston University’s Questrom School of Business. James also has his Bachelor of Business Administration in finance from The University of Massachusetts Isenberg School of Management.
James began his career as an investment specialist with Columbia Threadneedle Investments, an asset manager in Boston, MA. James has successfully completed his SIE, Series 7, 63, 65 and Massachusetts State Life Insurance licenses (currently registered with LPL Financial) in addition to his CERTIFIED FINANCIAL PLANNER™ designation.