As one of the founders of Burnham Harbor Private Wealth, Jim brings more than twenty years of experience in providing financial advice and guidance to highly successful families. Previously he worked at Merrill Lynch Wealth Management for 17 years where he led a group of advisors affiliated with The Corrigan Group. Jim has worked closely with affluent individuals and families, helping them simplify the complexities of having significant wealth. Jim earned his Bachelor of Science degree in Finance from the University of Dayton and holds the CERTIFIED FINANCIAL PLANNERTM certification and the Certified Private Wealth Advisor® (CPWA®) designation.
Jim was named to the Forbes* Best-in-State Wealth Advisors list for both 2022 and 2023. He was also recognized by The Financial Times** as top 400 US Financial Advisors in 2019. Jim lives in Glen Ellyn, IL with his wife, Doreen, their twins Finn and Reese, and youngest daughter Blaire.
*Forbes “Best-in-State Next-Generation Wealth Advisors (2022 & 2023), compiled by SHOOK Research LLC. Most recently received in April 2022 based on data gathered from March 2022-March 2023. No fee was paid to be included in the ranking and no fee was paid to hold out marketing materials.
**400 Top Financial Advisers, created by The Financial Times. Presented in April 2019 based on data gathered from June 2017-June 2018. No fee was paid to be included in the ranking and no fee was paid to hold out marketing materials..