James Barrie, Senior Investment Advisor
Designations: Bachelor of Arts (Communications), California State University
Languages Spoken: English & Tagalog
About James:
As a Senior Investment Advisor, James services and creates custom portfolio recommendations for our private wealth clients. With a pulse on the latest market news, he works with Stefan and Andrew to identify new business opportunities and strategies for our clients. James' bright spirit and attention to detail brings a positive energy to our office
Ask Me Anything
Q: Best book you've ever read?
A: The Little Prince - Antoine de Saint-Exupéry.Q: If you could travel anywhere in the world, where would it be?
A: Lighthouse Reef Blue Hole, Belize.Q: Most used apps?
A: WhatsApp, Facebook, Google Photos & Spotify.Q: Other than working for our awesome team, what are you most passionate about?
A: My family.Q: You will never catch me without...?
A: My sense of humour.