James Landry, ChFC®

James Landry, ChFC®

President, Chief Operating Officer & Director of Planning

Landry is the President/COO of Pallas Capital Advisors, LLC, and has been with the firm since its inception in 2019. In this role, Landry oversees all aspects that concern the firm’s operations and securities compliance. In addition to regularly consulting with the firm’s clients regarding their estate and business planning objectives, Landry also provides leadership and training to the firm’s Financial Planning Department. Landry maintains the Chartered Financial Consultant (ChFC) designation and is a General Securities Supervisory Principal.

From September 2001 through 2006, Landry worked for Lincoln Financial Advisors/Sagemark Consulting in Virginia Beach, VA, as Compliance Manager, and later Director of Financial Planning. As Director of Financial Planning, he played an instrumental role in the growth and development of the Financial Planning operation of that office. In 2006 he transferred to the Boston office and continued his role with Lincoln’s National Planning Team, specializing in estate planning and wealth management for the high-net-worth marketplace.

Landry worked as a compliance consultant for WS Griffith Securities, Inc., a subsidiary of Phoenix Life Insurance Company from 1998 to 2001. In 1996, he began his career in the financial services industry by working for Secure Planning, Inc., a Registered Investment Advisor in Portsmouth, NH.

James and his wife, Laurie, have six children, and one daughter-in-law, and live in the North End of Manchester, NH. James enjoys hiking with his family, visiting his younger kids’ sports activities, and is actively involved with his church.

Meet the Team

Subscribe to Our Weekly Insights

Braintree, MA

45 Braintree Hill Office Park Suite 201
Braintree, MA 02184
(781) 971-5052

Wakefield, MA

701 Edgewater Drive
Suite 140
Wakefield, MA 01880
(781) 587-3478

Portsmouth, NH

36 Maplewood Avenue
Portsmouth
NH 03801
(603) 292-3699

Park Ridge, NJ

1 Maynard Drive
Suite 2101
Park Ridge, NJ 07656
(551) 277-2686

Newport, RI

51 Long Wharf Mall
Newport, RI 02840
(401) 847-0505

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Pallas Capital ADVISORS is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Pallas Capital Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pallas Capital Advisors unless a client service agreement is in place.

Advisory services are only offered to clients or prospective clients where Pallas Capital Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Pallas Capital Advisors unless a client service agreement is in place.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.