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. Starting in 2002, he became a proprietary trader and managed capital for Wall Street firms in Manhattan. He was also a partner in several real estate development projects. In 2010, James studied under Ed Seykota, the renowned trader and money manager. In 2012, James formed JKG to add value with his proprietary investment strategies. He also advises clients on residential real estate transactions.

Over the years, James 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. He is an alumnus of St. Sebastian’s School.

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