Jamie serves as Head of Partnerships, where he leads strategic initiatives to enhance the services and outcomes delivered to clients. He is responsible for cultivating trusted relationships and ensuring the delivery of tailored solutions that address the complex needs of ultra-high-net-worth families. Jamie plays a key role in aligning the firm’s offerings with evolving client priorities while maintaining a cohesive, high-touch experience.
With more than 25 years of experience serving ultra-high-net-worth individuals and families, Jamie helps clients navigate financial, administrative, and intergenerational complexities. He takes a consultative approach—working closely with clients and their advisors to define objectives, assess needs, and coordinate integrated solutions across a range of disciplines.
In 2001, Jamie co-founded JDJ Family Office Services (acquired by the firm in 2022), a multi-family office focused on simplifying clients’ lives through hands-on management of their personal financial affairs. His leadership and commitment to client service helped establish a reputation for trusted, high-touch advisory that continues to define his approach today.
Earlier in his career, Jamie held financial management roles at AEGIS, AEW Capital Management, and State Street Bank, giving him a broad and nuanced understanding of the financial services landscape and the needs of sophisticated clients.
Jamie holds a Bachelor of Science from Babson College and a Certificate in Financial Planning from Boston University. He is a member of the UHNW Institute and the Boston Estate Planning Council and serves on the board of Natick Youth Lacrosse.