Focus Areas
Jamie works together with individuals, families, and charitable entities to provide integrated wealth management advice across a variety of disciplines including investments, financial planning, estate planning, and taxation. He prides himself on delivering proactive personal service designed to help clients achieve their life goals and objectives and realize their personal dreams and aspirations.
Experience
Jamie has over 20 years of experience serving high net worth clients. Prior to joining Fiduciary Trust, he was a Senior Vice President and Senior Portfolio Manager at U.S. Trust. Previously, he spent 12 years at Atlantic Trust serving clients and helping manage the firm’s Large Cap Core equity strategy. In addition to his role at Fiduciary Trust, Jamie holds an adjunct lecturer position at the Bentley University McCallum Graduate School of Business where he teaches a class on Investments and Capital Accumulation.
Personal
Originally from Buffalo, NY, Jamie and his wife Maura currently reside in Cohasset, MA with their four sons. Outside of work he enjoys playing hockey, spending time at the beach, and teaching.
