Managing Principal

James is the founder of JKG. He has over 20 years of investment and real estate experience. He acts as a Personal CFO, advising clients on their investments and real estate.

James began investing during the dot-com bubble. He then became a proprietary trader and managed capital for Wall Street firms in Manhattan. In 2010, James studied under Ed Seykota, the renowned trader and money manager. James was also a partner in several real estate development projects. In 2012, James formed JKG to add value with his proprietary investment strategies. In addition, he advises clients on residential real estate transactions.

Over the years, James has passed the FINRA Series 3, 7, 63, and 65 exams. He is a CMT Association member and a Chartered Market Technician (CMT®). He is a licensed real estate agent in Connecticut. James holds a BA in Economics with a concentration in Business Administration from Boston University and is an alumnus of St. Sebastian’s School.

Besides the markets and real estate, James likes sailing, martial arts, and yoga. He is a member of Toastmasters International and a past club President. A Boston, Massachusetts area native, he currently resides in Southwestern Connecticut on the Long Island Sound.