James is an Operations Associate in Trading at the firm. Prior to joining Ballentine Partners, James interned at Liquid Capital, Inc. He worked with a Senior RIA, providing administrative support, attending client meetings, and learning many critical aspects of the financial services industry.
In 2024, James graduated magna cum laude from Fairfield University with a Bachelor of Science in Finance and a minor in Management. Courses such as Case Studies in Finance provided ample opportunity to gain relevant skills in valuing and analyzing investments.
James resides in Braintree, MA, where he likes to walk his dog, Henry, play pickleball with his friends, and golf in his free time.