Managing Director, Investments

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Jim joined Moors & Cabot from Janney Montgomery Scott, where he worked as part of a team with Callum MacLean and their assistant, Lizette Redmond. Jim has been in the business for 24 years after starting his career with Legg Mason in 1994. He and Callum focus their business on financial planning for wealthy individuals, non-profits, and endowments with an emphasis on fee-based management.


Jim grew up on the South Shore and currently lives in Braintree, MA with his wife, Tracey, two sons, and man’s best friend, Duke, a Border Terrier. Away from the office, Jim enjoys coaching baseball and is an avid golfer.


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