James’ main responsibilities involve trade processing, investment operations and portfolio management. He joined Wealth Enhancement Group through the 2021 merger with North American Management Corp, where he was a trading associate. Before that, he spent several years on the fixed income trading desk at BNY Mellon. When not in the office, James is an avid golfer and spends time in southern Rhode Island at the beach with family and friends.
- BA – Communications & Finance, Fairfield University