I love mentoring nextGen people on their career arcs and professional development.  I consider these relationships personal blessings.

Family wealth demographics, data, resources and identifying subject matter experts.

A little aboutJamie – my career has included roles leading, coaching, advocating, advising, and inspiring.  I tend to be open and direct.  In the search for truth, I’m unafraid.

Random Fun Fact - In 1980, I was a callow 25 year old elected to the CT General Assembly.

Hobby - Golf. Crossword puzzles.

Go-To Snack - Almonds.

Pet - Franz, 13-year old German Shepard.

I’m a “Senior Advisor” with a variety of duties including: ambassador recruitment, chapter chair support, content development and speaker recruitment, supporting R360’s benefits platform, the Family Office Circle, and leading members from time to time in searches for an appropriate investment advisor or wealth management firm.