James serves as a Wealth Advisor Associate. In his role, he is responsible for advisory operations and ensuring Navis Advisors have what they need to deliver comprehensive and tailored advice and service to meet our client’s financial goals. With extensive experience across the insurance and broker dealer space, James found true passion for working in a family office environment where he can truly deliver on client’s needs, priorities, and aspirations.
Prior to joining Navis, James spent 5 years between Guardian Life Insurance Company and Horner, Townsend & Kent where he gained valuable experience working with several financial advisors. He enjoyed working face to face with clients and managing relationships for the advisors where he quickly grew a passion for wealth management.
James studied at Syracuse University and graduated with a B.A in Economics. He also holds the Life, Accident and Health insurance license. James lives in Stamford, CT. He is an avid skier, hiker and has participated in several marathons. He is also a “foodie” and enjoys trying new restaurants and spending time in the kitchen.