James is a Financial Advisor with Seventy2 Capital Wealth Management. He is responsible for advising high net worth individuals and businesses on retirement planning strategies. He is also a team leader of the firm's college intern program. James joined the firm from Morgan Stanley where he was an Associate supporting client acquisition and research activities of the team.
James earned his Bachelor of Science in Finance from the University of Maryland. He played baseball through high school and despite being a Maryland native, remains a lifelong Yankees fan.