Associate Financial Planner
James is an Associate Financial Planner and member of the Investment Committee.
Growing up in a large family with 12 children, James understands what it takes to work on a team and help others. A graduate of William Paterson University (WPU), he obtained his bachelor's degree from the Cotsakos College of Business, one of the 35 top schools in the country for financial planners (according to Financial Planning Magazine in 2014).
James conducts research and assists Baron's advisors with the creation and maintenance of clients' financial plans. Additionally, he researches and implements technological improvements within the field of financial planning and cybersecurity so Baron can continuously deliver quality services to their clients. In his spare time, James enjoys volunteering at his local youth group; spending time with his wife, Maria, their children and many siblings; as well as playing the guitar. He is fluent in Spanish.