James joined SVB Private in 2021. He offers nearly a decade of experience in the financial services industry advising high-net worth individuals across all aspects of their balance sheet. James’ clients include highly successful founders, venture capital investors and private equity professionals.
Prior to joining SVB Private, James spent time at BBR Partners, a multi-family office that advises families with $50 million or more of investable assets. In this role, he implemented investment plans designed to maximize tax-efficient wealth accumulation and gifting strategies. James began his career in Chicago with the Global Wealth & Investment Management division of Merrill Lynch.
Originally from Upstate New York, James is a graduate of the State University of New York at Geneseo with a degree in Economics. Outside of the office, he is an avid skier and outdoorsman, having successfully summitted the 46 Adirondack high peaks. James is proud to call the Gramercy Park neighborhood of Manhattan home.
The person named above is a representative of Silicon Valley Bank as well as an investment advisor representative of SVB Wealth LLC (an SEC registered investment adviser), and a broker-dealer representative of SVB Investment Services (member FINRA and SIPC). FINRA BrokerCheck
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