James has been in the financial industry for over 20 years. He has spent the last 15 years focusing on the institutional side of the investment business. His dealings with a wide variety of investment managers, from multibillion-dollar firms to small one-man operations, have exposed James to a wide variety of investment products and offerings. Prior to his institutional experience, James held a seat on the Philadelphia Stock Exchange for seven years, where he was an independent options trading specialist in multiple equity products, as well as equity index products.

James received his BS in Business Administration from Villanova University. He and his two children, Rose and James, are avid skiers/snowboarders during winter and can be found boogie boarding throughout the summer at the Delaware State Parks. Spending time with family, and friends, both old and new, is always at the top of James’ activity list.