Patricia Hasegawa

Operations Support

Bridgewater, NJ

908-367-5979

JRoss@InsightPrivateAdvisors.com

JAMES ROSS IV 

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.

IMPORTANT DISCLOSURE

BUSINESS CONTINUITY PLAN

​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.

© 2018  Insight Private Advisors LLC. All rights reserved. 

James has been with Insight Private Advisors in an operations role since 2013.  He also worked for Insight from 2009-10, leading the effort to transition client data from Goldmine to SalesForce. 


James graduated from Franklin & Marshall College with a degree in music in 2008 and earned his master’s degree in vocal performance from the University of Hawaii at Manoa in 2012. He has been a member of the Jersey Pinball Association since the fall of 2013, and hopes to join a nearby choral group for the 2018-19 performing season.  James currently resides in Branchburg, NJ.