Jim is the Chief Executive Officer of Insight Private Advisors and has served in this capacity since its inception in 2014. Jim first joined Insight Financial Services as the Director of Operations for the Holmdel office in January 2012. In July 2013, he was appointed Chief Executive Officer. Prior to joining the firm, Jim had a 23-year career with AT&T/Avaya as Director of International Business Development and Product Management with extensive experience in mergers and acquisitions. He has a BSEE degree from New Jersey Institute of Technology and an MBA from Fairleigh Dickinson University. Jim currently resides in Point Pleasant, NJ with his wife.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and INSIGHT PRIVATE ADVISORS LLC are not affiliated companies.
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Investments through PKS or RIA are: NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
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Chief Executive Officer