As a Regional Director, Jim shares best practices using a consultative approach to helping advisors achieve their goals for their business and their clients.
Prior to joining Loring Ward, Jim was with SEI Investments for 18 years where he learned the business as a client service representative, internal account executive, relationship manager and new business regional director. Jim has been traveling in the Mid-Atlantic region since 2005. He was based out of SEI’s corporate HQ in Oaks, PA.
Jim holds the Series 65 licenses. He graduated from St. Joseph’s University with a BS is Finance.
Jim resides in Phoenixville, PA with his 3 children, Abigail, James and Peter. Jim loves coaching his kids’ soccer, basketball, and baseball teams. He also enjoys fishing and sailing on the Chesapeake Bay with his family.