James is the firm’s Chief Fiduciary Officer. In this role, James has oversight and implementation responsibility for all aspects of trust administration at Northeast.
This includes governance over trust acceptance, review of trust account opening procedures, oversight of trust reviews and adherence to the terms of trust documents. In addition, James works closely with the firm’s portfolio managers and clients to review their estate plans and ensure that their wishes and goals are being met.
James has over 14 years of wealth management experience, including serving as the Regional Fiduciary Wealth Manager in BNY Mellon Wealth Management’s Boston Office. Prior to BNY Mellon, James was a Trust Administrator at Choate, Hall & Stewart LLP and an associate at the Boston law firm of Pabian & Russell, LLC, where he worked closely with clients on their estate planning and estate administration needs.
James lives in Beverly, Massachusetts with his family and has been with Northeast since 2019. He is a member of the Boston Estate Planning Council, the Essex County Estate Planning Council and the Financial Planning Association of Massachusetts.
Education & Certifications
Suffolk University Law School, J.D. – 2006
Boston College, B.A. – 2002
CERTIFIED FINANCIAL PLANNER™
Accredited Estate Planner®