Staff Detail

Jimmy joined the firm and has quickly become a welcomed addition to the team. Jimmy graduated from Stevens Institute of Technology in 2020 with a B.S. in Business and Technology. Since then, he has gained over three years of valuable experience in Operations and Client Services in the finance industry, which allows him to support the firm’s technical and business needs.

Outside of work, Jimmy enjoys being outdoors and spending time with his dog, Wallie. He’s always ready to lend a helping hand and is committed to contributing to the team’s success!