James joined the Egidio Lennon team in 2021 as a wealth advisor focused on financial planning and portfolio management. He is also an Investment Adviser Representative of Commonwealth Financial Network®. James graduated cum laude from Western Connecticut State University with a bachelor’s degree in financial accounting.
Over the past eight years, James has been building his individual wealth management practice. Initially working in insurance, he transitioned to wealth management at Morgan Stanley, where he earned a portfolio manager designation in 2020. James holds FINRA Series 7 and 66 securities registrations as well as his life, accident, and health insurance licenses. Along with a deep passion for helping his clients achieve their financial goals, James has extensive knowledge of alternative investments, such as private real estate and exchange funds. He takes pride in working with the individuals, families, and not-for-profit organizations that shape his community, helping them find their way through complex financial situations. James was raised in Madison and now lives in Killingworth with his wife Lindsay. When not spending time with family, he can be found fishing on his boat or playing his guitar.