Jim brings decades of wealth management experience to his role as Chief Executive Officer at Coastal Bridge Advisors.
His extraordinary leadership, mentorship and collaborative skills are a guiding force at the firm, elevating the client experience and motivating each team member to go above and beyond client expectations.
Believing that client relationships are a partnership, Jim works tirelessly on behalf of high net worth individuals and families, small businesses and 401(k) plans, as well as the institutional clients he serves. Proactive, accessible and extremely responsive, he advises on everything from investment management and financial planning to business retirement plan design and wealth transfer. Prior to the merger with Coastal Bridge Advisors, Jim founded TrinityPoint Wealth in 2018. Previously, he served as Partner and CEO at Beirne Wealth Consulting for six years. Additionally, Jim was the Vice President and Senior Wealth Financial Advisor at Merrill Lynch from 1994 to 2012.
Jim has received industry-wide recognition for his knowledge and expertise. He co-authored “The Rest Easy Retirement Plan” book. He’s been showcased in relevant and timely articles in Kiplinger, 401(k) Specialist, Financial Advisor IQ and Trust Advisor. And he has appeared as a featured speaker at TD Ameritrade’s LINC Advisor Conference, Barron’s Top Advisor Conference and in presentations to the Fidelity sales organization.
He earned a Bachelor’s Degree in Economics and History from Trinity College.
Active in his community, Jim serves on the Board of Directors for the Boys and Girls Club of Milford, is a Board Member for the Milford Chamber of Commerce and on the University of New Haven’s MBA Business Advisory Board. He is also an Elks Member and a North Haven Master Mason. Outside the office, Jim is an avid reader, traveler and sports enthusiast. Jim makes his home in Milford, CT, where he enjoys spending time with his wife, Sandy.
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Barron’s Top 1,200 Advisors, as identified by Barron’s magazine, using quantitative and qualitative criteria and selected from a pool of over 4,000 nominations. Advisors in the Top 1,200 Financial Advisors have a minimum of seven years of financial services experience. Qualitative factors include, but are not limited to, compliance record and philanthropic work. Investment performance is not a criterion. The rating may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Fee paid for use of marketing materials.
The Forbes’ Best-In-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Fee paid for use of marketing materials.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,147 Connecticut area wealth managers were considered for the award; 289 (9 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 3,178 considered, 293 winners; 2017: 2,218 considered, 283 winners; 2016: 1,985 considered, 417 winners; 2015: 2,398 considered, 468 winners; 2014: 3,926 considered, 515 winners; 2013: 2,263 considered, 531 winners; 2012: 2,204 considered, 503 winners.