James joined Bison in 2024 as a Managing Director and Partner. Previously, James was a Principal in the New York region of BNY Mellon Wealth Management. In that role, James was able to use his seasoned understanding of the needs of his clients, who include high-net-worth individuals, retirees and small business owners, to implement client-specific strategies and successfully constructed investment portfolios to meet those needs. Before joining BNY Mellon, James was a Certified Public Accountant with a large accounting firm and a Senior Financial Planner at Merrill Lynch.

James focuses on the various areas of money management, equities, mutual funds, fixed income and alternative investments. His understanding of the capital markets and a solid work ethic has led to a successful career and solid commitment to his client service. James has more than 25 years managing investments for various clients.

James earned his Bachelor of Science in Accounting from St John's University and Master’s of Business Administration in Finance from Adelphi University. He has been involved with various non-profits such as Swim Across America and served as Treasurer of The Men’s Association of Garden City. James resides in Garden City and has four children and five grandchildren. He and his spouse, Carolyn, are long-time members of the Atlantic Beach Club and the Surf Club Quogue.