“James struck a balance of genuine interest and enthusiasm with unemotional insight on neighborhoods and valuation that kept me grounded. He also introduced some novel offer pricing strategies. James was a key ally/adviser during my buying experience; couldn't have done it without him! “
- Arvid von Taube, Attorney, Rich May P.C.
“James is a tremendous resource for buyers and sellers. He combines attention to detail with a level of sophistication and responsiveness that makes the transaction a pleasant and seamless experience for his clients.“
- Denise A. Chicoine, Partner, Englander & Chicoine P.C.
Chartered Financial Analyst (CFA)
Kenyon College '93 Economics
Dana-Farber Cancer Institute
Leukemia & Lymphoma Society
Coupled with his background as a Chartered Financial Analyst (CFA), James offers a unique, fiscally sound, and insightful perspective to individuals, family offices, and investors regarding their first or second homes and other real estate assets. His clients gain an unusually qualified partner to help evaluate, buy, sell, or invest in any current or prospective property. Having teamed up with former CPA and Managing Director, Jeannemarie Conley, he is able to offer a conspicuous level of service and financial insight to his clients.
Earlier in his career, James led what would become the top producing division at FactSet Research Systems. He was a founding investor and managing executive of Norbury Financial, and later COO of ClearMomentum. All these companies were in the business of measuring the value, risk, and performance of common and exotic financial assets (including direct and asset backed real estate instruments).
Married with two daughters, James is active with the Boston Triathlon Team and has supported the Dana-Farber Cancer Institute, the Leukemia & Lymphoma Society, and the Epiphany School through participation in the Boston Marathon, Dublin Marathon, and three-time Pan Mass Challenge rider. He has a degree in Economics from Kenyon College where he played water polo and maintains his CFA designation in Boston.