James serves as Vice President of TwentyFour Investments, bringing over a decade of wealth management experience to the firm. He earned his degree in Business and Economics from Rutgers University and went on to manage more than $2 billion in assets for high-net-worth clients in New York City. During his career, James worked at three of the world’s leading financial institutions: Deutsche Bank, J.P. Morgan, and UBS. Known for his passion and dedication to helping clients achieve not only their financial goals but also their life goals, James has returned to his hometown of Hammonton to bring world-class private wealth expertise to South Jersey. A devoted Philadelphia sports fan, he splits his time between Hammonton and Philadelphia, maintaining strong ties to both the local community and the broader financial marketplace.
James currently holds series 7, 63, and 66 licenses.