As Cantella’s Chief Relationship Officer, Jim focuses on developing an understanding of what prospective clients are looking for. He works extensively with our family of advisors to help find new ways of building their book of business and providing more efficient services to their clients.
Jim has spent more than two decades with Cantella. He was instrumental in our 1996 transition from a self-clearing firm servicing smaller broker/dealers to our current structure, and he brought many of our early advisors and representatives on board. His ability to tap into what our representatives need now and anticipate what they may want in the future earned him a place on our Board of Directors. Throughout his career with Cantella, he has strongly influenced and shaped our operations and strategic direction.
Jim graduated Magna Cum Laude from the Whittemore School of Business and Economics at the University of New Hampshire. He began his financial services career in 1986 as a retail financial advisor with E.F. Hutton and holds the FINRA Series 7, 24, 63, and 65 licenses.
When he’s not at work, Jim is typically with his family or organizing and attending a social function, golf tournament or charitable endeavor. He and his wife Cheryl are happiest when helping their three children pursue their passions for music, theatre and design.BACK TO LEADERSHIP