As a partner and a leader of our Family Office Services division, Jamie focuses on the business from a strategic standpoint, and is dedicated to improving the client and advisor experience and delivering key outcomes. Jamie applies an entrepreneurial mindset to solving complex problems on behalf of families, utilizing his decades of experience to provide proactive, long-term solutions. He is regarded by the industry and his peers as an expert in the field and is respected for his integrity, business acumen, and commitment to client service.
In 2001, Jamie co-founded JDJ Family Office Services (acquired by the firm in 2022) with the goal of simplifying the lives of clients by managing their personal financial and administrative matters. Previously, Jamie was a financial manager at AEGIS, an international real estate and private equity investment advisor. Jamie’s diverse financial services background also includes roles at AEW Capital Management and State Street Bank.
Jamie earned a Bachelor of Science degree from Babson College and received a certificate in Financial Planning from Boston University. He is a notary public and a long-standing member of the Boston Estate Planning Council.