As a consultant, I look to assist Advisors open to new ideas and interested in growing their practice. At Loring Ward, I am privileged to collaborate and exchange ideas with some of the best Advisors in the business. I enjoy helping them identify and clarify the challenges they face. Loring Ward provides me with a deep bench of resources, support, and services to help Advisors realize these challenges and achieve the success they desire.
Living in the ocean state it’s natural that my wife and children are all avid sailors. Weekends in summer are spent aboard our boat sailing the bays and islands of New England. Come winter, we enjoy the ski slopes of Vermont and the many activities the North Country offers. My wife and I remain involved in several charitable organizations and continue to find it is some of the most rewarding work we do.
As a Regional Director, Jim serves as a primary relationship manager for accessing Loring Ward’s resources. He is able to share industry knowledge with Advisors to help them foster strong client relationships, address and confront challenges and strategize to strengthen their businesses.
Jim has 20 years of experience at a major mutual fund company and as a business owner. By tapping into previous experiences and observations, he is able to directly consult Advisors by sharing business practices and tools of the trade.
Jim is a graduate of Clarkson University with a BS in Interdisciplinary Engineering and Management.