As the Executive Private Wealth Advisor and Chief Investment Officer at ORBA Wealth Advisors, James leads the wealth advisory team in developing, coordinating and providing resources to assist our clients in reaching their goals. James coordinates the firm’s portfolio strategies, planning strategies and resources to ensure that clients are receiving custom solutions that enhance their goals-based planning needs. In the 20 years prior to partnering with ORBA Wealth Advisors, James held positions at well-established financial institutions in the wealth management role. His career began as an Investment Associate with Merrill Lynch, moving on to become an Investment Advisor at Morgan Stanley