Jimmy is responsible for portfolio management, reporting, and trade processing. Prior to his current role, he developed an appetite for finance working at Loring, Wolcott & Coolidge Trust, LLC as an Investment Analyst. At LWC he provided rebalancing, performance and attribution analysis, and trading support. Jimmy joined Wealth Enhancement Group in 2021 through the North American Management merger. He is a CFA Charterholder and a member of the CFA Society Boston. Outside of work, Jimmy’s hobbies include traveling, cooking, and golfing. He has been a long-time participant and contributor to a community Wiffle-Ball tournament that supports local youth sports leagues. In the summertime, he enjoys traveling to Maine to hike in Acadia National Park, and to Cape Cod to enjoy time on the beach with his family. He is a passionate cook, and he enjoys cooking almost as much as he loves to eat.
- BA – Accounting, Saint Anselm College
- Chartered Financial Analyst®