As a Portfolio Administrator, Jim is responsible for portfolio accounting, client service, and client reporting.  Jim’s background as a paralegal makes him a knowledgeable resource when it comes to interpreting the operational implications of estate, will, and trust documents.  Jim also served as a Combat Engineer in the Pennsylvania Army National Guard.

Jim earned a bachelor’s degree in Criminal Justice from the University of Pittsburgh and his Bar Association Approved Paralegal Certification from Duquesne University. He resides on Mount Washington with his wife, Angela, and dog.  Jim enjoys spending his free time golfing and playing board games with friends.