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.