James M. Shea Jr.
Senior Vice President & Financial Advisor, Senior Portfolio Manager
As a Senior Vice President and Senior Portfolio Manager at Seventy2 Capital, James Shea brings nearly three decades of financial advisory experience, having built his career at leading firms including Morgan Stanley, Oppenheimer & Co, UBS, Bank of America, PNC Investments, Porter, LeVay & Rose, and Wells Fargo Advisors. Over the course of his career, James has developed a reputation for delivering disciplined investment management and comprehensive wealth strategies tailored to high-net-worth individuals, families, entrepreneurs, and business owners.
His approach is holistic and personalized, with an emphasis on scalable investment processes and customized allocations. He works with clients across all aspects of wealth management, including investment and estate planning strategies, tax strategies, philanthropy, risk management, and liquidity planning, while collaborating closely with attorneys, CPAs, and family offices. James’ goal is to simplify complexity and help clients preserve, grow, and transfer wealth effectively.
James earned his BA in Finance from the University of South Carolina, where he was an All-SEC Rugby player. Outside the office, he enjoys golf at Deal Golf & Country Club, running, and spending time with his two children.