James joined Pallas Capital Advisors in 2019 as the firm’s Chief Operating Officer and Director of Planning.
In 1996 James began working for Secure Planning, Inc., a Registered Investment Advisor in the Portsmouth, NH area, and after two years, moved to Hartford, CT, to work for WS Griffith Securities, Inc. In September 2001 James joined Lincoln Financial Advisors in Virginia Beach, VA, where as Regional Director of Investments, and later Director of Financial Planning, he was instrumental 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.
In his role as Director of Planning for Pallas Capital Advisors, James provides investment and insurance product knowledge, and estate planning support and training to the firm’s advisors.
For his personal practice, James offers financial planning services for affluent business owners, executives, professionals, and retirees. Implicit in this mission is the goal to always deliver quality professional advice, top quality products offered by the best companies, and outstanding service at all times. His goal is to develop long-term relationships with clients that are based on mutual respect and appreciation for each other’s talents and objectives.
In addition to the Chartered Financial Consultant Designation, James is a General Securities Supervisory Principal.
James and his wife, Laurie have six children and live in eastern Massachusetts.