Managing Director, Partner at Altium Wealth Management, LLC
Jim brings 24 years of private client planning experience to Altium Wealth Management, LLC. His greatest strengths lie in his ability to help his clients connect with their true purpose for money, while designing a clear plan and path to having the life they want. To do so, he leads a team of skilled professionals that fully integrates all aspects of a family’s wealth: Insurance & Risk Management, Cash Flow & Retirement Planning, Investment Management, along with Trust & Estate Planning.
Jim’s professional credentials include the Certified Financial Planner ® designation. In 2005 he was selected as one of the Westchester Business Council’s “Rising Stars:40 under 40”. An active community leader, Jim serves as a board member of the Business Council of Westchester, and as a coach in the Greenwich Cal Ripken baseball league.