President & Co-Founder
Jim, a CERTIFIED FINANCIAL PLANNING™ practitioner, has more than 30 years of experience in providing wealth management advice. Prior to founding Madison, Jim served as Senior Vice President and Managing Director of the Provident Private Bank in Cincinnati and as Senior Vice President of the NationsBank (now Bank of America) Private Client Group in the Washington, DC area. He is a long-time member of the Financial Planning Association and very active in his community. Jim currently serves on the Board of Trustees of the Inova Loudoun Hospital Foundation, as well as on the board of Morven Park. He is also a founding member of the Loudoun Impact Fund giving circle. For nearly a decade, Jim also served on the Board of Trustees of Loudoun Country Day School including roles as Treasurer and Executive Committee member.
Jim earned his B.A. from Georgetown University and the University College-Galway, Ireland. He resides with his wife and two daughters near Leesburg, Virginia where he enjoys outdoor sports, traveling and spending time with his family.