Prior to joining Essex Trust, James (Jim) was a Senior Fiduciary Advisory Specialist with a large national bank. In that role he was responsible for managing complex trust relationships including the management of several large private foundations. Additionally, he has assisted individuals and families with reviewing estate planning documents and working with attorneys to draft and execute their plan.
Jim received his B.A. from Southern Connecticut State University and a J.D. from Quinnipiac University School of Law.