James

Cesarz

Senior Vice President, Investments

Connect with
James
+1.617.314.0300
About
James

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.

 

Background and qualification information is available at FINRA's BrokerCheck website

© 2020 by Moors & Cabot

Moors & Cabot Inc., member New York Stock Exchange, SIPC, FINRA

One Federal St., 19th Floor, Boston, MA 02110

info@moorscabot.com  |   +1.800.426.0501

Privacy & Security | Information & Disclosures | Investment Objectives and Risk Tolerance | Client Account Agreement

 

ADV | Client Relationship Summary | Regulation BI Disclosure | Best Execution 

Fees and Commissions | Margin Disclosure | Cash Sweep Deposit Program 

Check the background of this firm on FINRA's Brokercheck

 

SIPC protects securities customers of its members up to $500,000 (including $250,000 for claims for cash).
Explanatory brochure available upon request or at www.sipc.org.