Jim has been in the financial services industry since July, 2015, at first under AJ Amato Wealth Management and since November, 2021 with Albany Financial Group. Jim purchased the practice from AJ Amato in February, 2023 and became the lead wealth advisor for the team. Jim’s focus is on financial planning and fee-based investment management while providing solutions designed to meet each client’s investment, insurance, education and retirement planning needs. Jim also directs the investment research, portfolio design and trading operations for the team.
Jim graduated from Siena College with a B.S. in Business Administration and also earned a minor in Economics. Due to his academic success, Jim graduated Magna Cum Laude and was nominated to join both Beta Gamma Sigma and Omicron Delta Epsilon National Honor Societies. Jim went on to earn his MBA at Clarkson University and was nominated to join Clarkson's Beta Gamma Sigma Honor Society.
Outside of his professional life, Jim is an avid golfer who played for and captained the Siena men’s golf team. Jim competes in amateur events around the capital region and State of New York. During the winter months, you can find him snowshoeing around his family’s farm or playing platform tennis. Jim also serves on both the Golf and Greens Committees at The Country Club of Troy.
Jim holds the Series 7 and 66 securities registrations through LPL Financial and New York State, Arizona, Florida and North Carolina Life, Accident & Health insurance licenses.