As an Assistant Vice President with Seventy2 Capital, James strives to enhance his clients’ financial well-being by advising on the optimal mix of investment and financial tools. He takes an active role in educating clients to help them have a level of comfort and confidence in investing at all times. His primary focus is assisting individuals and families, particularly in the legal professions; however, he also works with business owners on various corporate retirement strategies.
James believes that whatever your destination, working with a financial professional who can provide tailored and holistic investment advice will help expedite ones’ financial journey.
James earned his Bachelor of Science in Finance from the Robert H. Smith School of Business at The University of Maryland, College Park. He and his wife are long time Maryland locals, and enjoy the outdoors, playing golf, and spending time with their families.
1 Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
2 2015, 2016, 2017 surveys conducted by Five Star Professional, an independent, third-party research firm, who receive nominations from peers or firms in the Mid-Atlantic area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review, and favorable regulatory and complaint history. The Five Star Award is not indicative of the wealth manager’s future performance. For more information see: http://www.fivestarprofessional.com.
2015 - 1,837 Washington D.C. area wealth managers were
considered for the award; 227 (13 percent of candidates) were
named 2015 Five Star Wealth Managers.
2016 - 1,665 Washington D.C. area wealth managers were considered for the award; 208 (13 percent of candidates) were named 2016 Five Star Wealth Managers.
2017 - 1,417 Washington D.C. area wealth managers were considered for the award; 106 (7 percent of candidates) were named 2017 Five Start Wealth Managers.