Senior Vice President, Wealth Advisor, Corporate Client Group Director Morgan Stanley
James manages a wealth advisory practice residing at the Morgan Stanley Global Headquarters in Purchase, NY. He started his career as a Financial Advisor in 1988, at First Albany Corporation before joining Merrill Lynch in 1991. In 2001, he decided to move his practice and joined Wachovia Securities as a Managing Director, Investment Officer. In April 2009, he joined Morgan Stanley.
From 1995-2004, James assisted the New York State Office of Mental Retardation and Developmental Disabilities (“OMRDD”), nonprofit corporations servicing this state agency and families of children with disabilities. As a result of his efforts, James was formerly appointed by Merrill Lynch as the National spokesperson for their “Families of Children with Disabilities” program. He has been featured on local, national and syndicated shows such as “Money Talks” and “Good Day New York.”
In 2009 James was nominated as one of the top 100 Advisors in New York by Barron’s. James is a graduate of Rutgers University in New Brunswick, NJ. His focus is leadership, higher education and career planning through mentoring and advocacy with HSF, ALPFA, Latino Donor Collaborative and The Cisneros Hispanic Leadership Institute.
James and his wife Cory are passionate about raising awareness for Operation Smile, an international charity that corrects facial deformities in children. Their youngest daughter was born with a cleft palate and so they continuously strive to ensure that every child is given the opportunity to smile. They currently sit on the Benefactors Committee in New York City. In addition to his work with Operation Smile, James is actively involved with various organizations assisting in improving the narrative of American Latinos.