Jim and his team joined Wealthspire Advisors in 2020, after standing for 5 years as CEO of StratWealth – an award winning independent Registered Investment Advisor firm founded in 1991 that serves clients throughout the Maryland area (with offices in Fulton, Annapolis, and Salisbury). StratWealth provided clients with objective, unbiased investment and financial planning advice.
Before joining StratWealth, Jim spent more than two decades in the global financial services arena with leadership roles ranging from VP of Distribution (broker dealer), to Executive Board Member (mutual fund), to National Head of Platform Sales (insurance and wealth management). Today Jim’s track record is anchored on reshaping organizations to stay ahead of an ever-changing world while integrating and aligning teams toward targeted growth goals. As a seasoned leader, he brings an infectious passion for growth into Wealthspire.
Born in Maryland and a graduate of Towson University, Jim played professional lacrosse for the Washington Waves (87-88) before being recruited to play and coach in Australia. There he met his wife and stayed put for almost 20 years, transforming his coaching skills to a private executive leadership and consulting firm focused on helping financial advisors and accountants develop a best practice business model. Today he lives in Howard County, Maryland along with his Aussie wife and four children – having returned to the USA with dual citizenship in 2012.
Previous Experience
- Chief Executive Officer of StratWealth
- Founder and CEO at Aegis International
- Vice President, Member Development at Founders Financial, Inc.
- Head of Platform Sales at AXA
Education & Credentials
- BS, Towson University, Marketing Communications and Speech
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
