Jimmy leads a team of specialists in presenting financial advice to many of the firm’s most strategic and complex investment clients throughout New England. He draws from the richness of his capital markets background to drive business impact and build J.P. Morgan’s visibility in the region.

In his senior role, Jimmy is a relentless champion in ensuring families receive the guidance and resources necessary to establish long-lasting legacies and futures consistent with their values. He develops the talents of each team member, empowering them to deliver the firm’s intellectual strength and navigate portfolio decisions across asset classes and vehicles. Jimmy continues to engage with a select group of clients within the context of their overall financial pictures. He is well respected among his network of professional investors, hedge fund principals, private equity sponsors, business leaders, members of the life sciences community and other centers of influence.

Throughout a 15-year career at J.P. Morgan, Jimmy has kept his eyes on the investment landscape, delivering insights that fortify his recommendations. He has a talent for building long-term relationships and uncovering a client’s aspirations, family dynamics and philanthropic goals.

Jimmy graduated magna cum laude from Boston College with a B.S. in Finance, Management and Leadership. He holds the Chartered Financial Analyst® designation and is a member of the Boston Security Analysts Society.

Originally from Marblehead, Jimmy resides in Cohasset with his wife, Maureen, daughter, Emily, and son, Liam. He is a board member, Treasurer and Finance Committee member of Silver Lining Mentoring, a Boston-based charity with personal meaning to his family. This organization helps children in foster care to thrive through committed mentoring relationships and the development of essential life skills. Jimmy has also raised money for charities by completing the Boston and Chicago Marathons.