Jamie specializes in serving individual investors and small businesses. He gained his experience through various professional roles including serving as a financial advisor at Edward Jones, director of research at Nanking Road Capital Management, quantitative analyst at Quantitative Investment Insights and equity analyst at Alpha Equity Management. Prior to making the jump into investment management, Jamie was an engineer working for the U. S. Navy and General Dynamics Electric Boat Division.
Jamie holds master’s degrees from Tuck School of Business at Dartmouth and Massachusetts Institute of Technology (MIT), as well as a bachelor’s degree from Webb Institute of Naval Architecture.
In addition to his professional roles, Jamie volunteers his time as a board member to the Granby Chamber of Commerce and an ambassador to the Simsbury Chamber of Commerce. His service efforts also reach outside the boardroom as a table captain at the annual Junior Achievement Breakfast in Hartford, past-president for the Granby Tennis Club and instructor at Ski Butternut.
Jamie grew up in West Hartford, CT and now lives in Granby, CT with his wife and three teenage sons. Together, they remain active in sailing, skiing, running, hiking and biking.