James joined Moneta in 2018 as a Client Service Manager for the Breckenridge Team because of the firm’s commitment to always do what is best for the client. He strives to help individuals and families plan and execute goals for a sustainable financial future.
James previously served as an analyst for Tradebot Systems and Swiss Re. He earned his B.S. degree in civil engineering from the University of Illinois Urbana-Champaign and his M.S. degree in finance from the University of Missouri-Kansas City.
When he’s not working, James enjoys playing sports and spending time with family.