Investment theory, methodology, & strategy have been James’ passions since a young age. Growing up with his father being in the advisory industry; capital markets have been dinner table conversation for as long as he can remember. After attending The Questrom School of Business (Formerly Boston University School of Management) 2008, James began his career in credit derivatives. Ultimately opting to focus on equity allocation modeling & portfolio management, James worked alongside his father before parting ways in pursuit of starting his advisory practice. James has a passion for problem-solving, applied mathematics, & furthering the financial health & well-being of his clients. James welcomes the opportunity of joining the prestigious Boca branch of National Securities & looks forward to the collective achievement of helping clients and prospective clients alike meet & surpass their goals and expectations. James currently holds the series 7, series 66, & LAH licenses.