Jim is an experienced investment professional who consults with families on inter-generational gifting strategies, family wealth education, governance, and philanthropy. He has extensive experience in assessing personal and business financial positions and advises family-owned businesses on ownership and management succession.
With over 38 years of experience in the financial services industry, Jim provides financial, retirement, estate and charitable gift planning; retirement plan distribution strategies; family business transition planning; investment counseling and portfolio design; education funding; tax planning; insurance assessment; and cash flow and debt management. Jim also provides family counseling and facilitates family meetings, an integral component of our work.
Jim was Managing Director & Chief Planning Officer at Harvest Capital Management prior to merging with The Colony Group in 2019. Previously, Jim owned Newfound Advisors, LLC, a registered investment adviser, and held senior positions in commercial banking for 15 years.
He graduated with a Bachelor of Arts, Economics from Tufts University. In addition, he earned his CERTIFIED FINANCIAL PLANNER™ designation in 1999.
Jim serves as the treasurer of the Mayhew Program, where he also sits on the Executive, Investment, Finance and Audit committees, serves as an advisory board member of Education For All Children, and is a board member of the International Center for Earth Concerns. Previously, he was the national chair of the Rebuilding Together National Affiliate Council and a board member of New Hampshire Legal Assistance and the Legal Advice and Referral Center.
Outside of the office, he enjoys photography, wildlife conservation, baking in a wood-fired oven, and reading non- fiction, especially biographies. Jim is also an equestrian, former competitive triathlete and an instrument-rated pilot. He is a proud father and grandfather.