Corient is one of the largest integrated fee-only RIAs in the United States. Our experienced team of wealth advisors has knowledge spanning the full spectrum of planning, investing, lending and money management disciplines. Our unique partnership model fosters professional collaboration rather than competition and a relentless focus on excellence—designed to deliver a differentiated wealth management experience. As fiduciaries, we put our clients first and at the center of everything we do. As a firm, we focus on exceeding expectations, simplifying lives and establishing lasting legacies.

As a Wealth Advisor, Jim advises clients on their financial planning and investment management decisions. Since joining RegentAtlantic in 2007, he has developed an expertise in working with seniors on healthcare and housing issues. Jim regularly speaks on this topic at retirement communities in the Tri-State area, and he works with both the individual exploring entry into a retirement community (including CCRCs) as well as with the individual’s family to ensure that all needs are appropriately addressed. Jim is a member of the Estate and Financial Planning Council of Central New Jersey and has also served as Chair of RegentAtlantic’s Financial Planning Committee. He has been quoted in numerous publications, including the Newark Star Ledger, the Wall Street Journal online, Kiplinger Personal Finance, and Investment News.Prior to joining RegentAtlantic, Jim was a wealth manager with USI Bertholon Rowland and specialized in working with high net worth attorneys. In this capacity, he advised on investing, insurance and financial planning issues while working with multiple county and state bar associations.An active member in the Rutgers Alumni Association, Jim holds a BA in Economics from Rutgers College and an MBA from Rutgers Graduate School of Management. He is a CERTIFIED FINANCIAL PLANNER™ professional and is also an Adjunct Professor at Fairleigh Dickinson University where he teaches prospective financial planners in the CFP® program. He is also a volunteer mentor to undergraduates in Rutgers Business School and also volunteers on the finance committee at his local church.Previous to his career in financial services, Jim was a marketing executive in the music industry: he is the only RegentAtlantic employee to have RIAA certified gold and platinum albums on his office wall. Jim lives in Florham Park with his wife and two daughters.

As the team's Financial Advisor, I am responsible for developing comprehensive financial plans for high net worth clients. I also manage the team's workflow, coordinating investment management services and delivering plan analysis to clients on a timely basis.

I teach Financial Planning courses to professional students in the Certified Financial Planner certificate program.

Certified Financial Planner specializing in business continuity, estate planning, investment management and risk management. Firm endorsed by the New York State Bar Association, as well as other county and state bar associations across the country. I provided fee-based financial planning services as well as insurance and investment products to businesses and individuals in the legal, entertainment and medical industries.

As a Financial Advisor with New England Financial of North Jersey, which is an affiliate of MetLife, I provided financial solutions to businesses and individuals and helped to implement those solutions through the sales of insurance and investment products.