James provides institutions and individuals with tailored solutions to meet their financial needs. Along with the global capabilities of UBS he's dedicated to looking out for his clients best interests. He maintains a conservative approach to help a variety of investors preserve and grow their hard earned assets. At UBS he has been recognized as a member of the Premier Fixed Income Team, which gives him access to institutional fixed income inventories and an open architecture model, composed of a principal trading desk and a fixed income platform which allows for additional product offerings, liquidity, and institutional pricing.

James resides in Gillette, New Jersey with his wife and three daughters. He is an avid golfer and a committee member of the Golf Association at Basking Ridge Country Club. 

• UBS Directors Club
• UBS Top 35 under 35
• Forbes Next Gen Best-In-State Wealth Advisors - 2019
• Forbes America's Top Next Gen Advisors - 2018

• Kean University - Bachelor of Science

• Series 7, General Securities Representative
• Series 31, Managed Futures Representative
• Series 66, Investment Advisor Representative & Uniform Securities State Agent
• State of New Jersey, Life and Health Insurance Licensed
• Long Term Care Insurance

AL, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI