A founding principal of TFC Financial, Jim has more than 40 years of experience in personal wealth management, including investment analysis, portfolio management, and trust banking, as well as a private trustee.
Prior to TFC, he was the principal of J.L. Joslin Associates, which provided consulting services to major financial companies serving affluent investors. Jim also held senior portfolio management and marketing positions at Jennison Associates, Eaton Vance Corporation, Thorndike, Doran, Paine and Lewis, and Wellington Management Company - all major firms in the individual and tax-qualified money management business. A holder of the CFP credential, he is also a member of the CFA Institute, a Lifetime member of the FPA, The Boston Economic Club, and past member of the BNA Tax Management Advisory Board. Jim has frequently spoken at conferences and led seminars, addressing audiences at the Boston Security Analysts Society, the Harvard Business School Association, the Financial Planning Association, the Investment Counsel Association, the American Bar Association/ALI, and other organizations and events in New York, Washington, DC, San Diego, Chicago, and New Orleans.
Upon receiving his A.B. from Harvard College, Jim was elected Class Secretary and served as a Naval Intelligence Officer in both the U.S. and Europe. He was elected Chief Marshall of Harvard’s 1972 Commencement and has served as president of the Harvard Class Secretaries Association, on the Harvard Alumni Association Executive Committee, the Board of the Harvard Club of Boston, as well as vice president and member of the Board of Governors of the Handel & Haydn Society, and recently served as Treasurer and a director of the Harvard Musical Association. Currently, he is Treasurer of the Pioneer Institute, a Trustee of the Maine Maritime Museum, a Trustee of the International Museum of World War II, a member of the Board of the Lown Institute, as well as the MGH Center for Law, Brain and Behavior Advisory Board.
