Arriving at HFM in 2019 with over a decade of investment and wealth management experience, James holds the designations of Chartered Financial Analyst and Certified Financial Planner. James spent the previous seven years at a boutique wealth management firm in southern Connecticut as a portfolio manager and financial planner. Prior experience includes a portfolio management and planning position at Ameriprise Financial Inc., and work as an analyst, trader, and portfolio manager at First New York Securities LLC. James brings both a broad and deep knowledge base across many financial planning disciplines. In addition to managing client portfolios, he has planned for and implemented estate p