EXPERIENCE
James began his financial career in 2023 at J.P. Morgan as a Global Corporate Banking Analyst in Houston, Texas. After being promoted to Associate in 2026, James relocated back to Colorado to join the family business, where he now enjoys helping clients pursue their financial goals.
EDUCATION
James earned his Bachelor of Science in Business Administration with a concentration in Finance from the Leeds School of Business at the University of Colorado Boulder in 2023, graduating with high distinction. He holds securities licenses and is currently pursuing the Chartered Financial Analyst (CFA®) designation to further expand his industry knowledge and provide value to clients.
HOBBIES & INTERESTS
Born and raised in Colorado, James is an avid sportsman who enjoys spending his time skiing, hiking, fishing, and playing tennis. He also enjoys traveling and exploring new places with family and friends.