Industry Start Date: 2016
KAR Start Date: 2021
Education: B.S. Biopsychology, University of California, Santa Barbara
Licenses: Series 7 and 66
Recognition: At Morgan Stanley James was recognized as one of the top registered associates.
Prior to Joining KAR:
James was an associate on a Global Sports and Entertainment team at Morgan Stanley managing over $2.0 billion of client assets. He focused on working with high-net-worth families, foundations, non-profits and partnerships. He also served as a complex coach, training new hires and educating colleagues on new policies and procedures.
What Do You Enjoy Most About Your Job:
Developing relationships with clients and helping them achieve financial peace of mind.
What Do You Enjoy Most About Working at KAR:
The people and culture. KAR has an incredible collection of talented people that all support each other.
How Does KARWA Approach Wealth Management Differently?
We approach wealth management differently through our emphasis on planning and bespoke investment strategies.
When Not in the Office:
I enjoy staying active through playing basketball, surfing, tennis and hiking. I am an avid traveler and loyal fan of the Lakers and Rams.