James Gilfillan, CFA®
B.A. Cum Laude (English) Harvard University
I am a co-founder and have been with the business for 22 years. My focus has been on investments in a client facing role. Outside of traditional investments, I have devoted time to researching alternative investments. Fixed income and global alternative investments have become an increasing proportion of my client’s portfolios.
What I love most about my job
I believe in what I do which involves all areas of financial and investment education. What I love is that the job is constantly influenced by global economics and international politics. Savvy choices now can have material long term benefits. This is empowering.
Specialist areas of expertise, both locally & offshore
Meet with us
If you’d like to set up an introductory meeting, please get in touch with us.