James is a Senior Client Service Associate at 1919 Investment Counsel, where he supports portfolio managers and client advisors in delivering tailored investment counsel and wealth planning to individuals, families, foundations, and endowments. He plays a key role in portfolio reviews, account administration, and ensuring a high-quality client experience.

Prior to joining the firm, James spent ten years in the U.S. Navy analyzing radar and weapon systems, followed by three years as a systems analyst at the National Security Agency. He then transitioned into finance, gaining eight years of experience in investment support and management roles.

James holds an Associate’s Degree in Accounting from the University of Maryland Global Campus. Outside of work, he serves on the board of a nonprofit that supports middle school students in Baltimore City and enjoys spending time with his family and pursuing his passion for motorsports.