Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Jim is a Senior Wealth Advisor at The Colony Group. His primary role is to support a team of counselors with all aspects of client relationships, including financial, investment, and tax planning for high net worth individuals, families, and corporate executive clients of The Colony Group.
Jim earned his Bachelors of Science in Business Administration with a concentration in Accounting from Northeastern University. In his spare time, Jim enjoys traveling, reading, hiking and water skiing.
We are excited to share that 23 Massachusetts-area senior wealth advisors of The Colony Group have been named recipients of the 2024 Boston Five Star Wealth Manager award by...