James Cpa

Q: What is James Cpa email address?

Email James Cpa at jmcgurren@simonquickadvisors.com. This email is the most updated James Cpa email found in 2026.

Q: How to contact James Cpa?

To contact James Cpa send an email to jmcgurren@simonquickadvisors.com. If you want to call James Cpa try calling on +12124331108 and +16466683522. (updated on October 29, 2024)

Principal | Senior Managing Director | Client Advisor at Simon Quick Advisors, LLC | New York, New York, United States

About James Cpa

As a Principal and Senior Managing Director at Simon Quick Advisors, LLC, James CPA plays a pivotal role in shaping the financial futures of high-net-worth individuals and families. With a robust background as a Certified Public Accountant and a Certified Financial Planner®, James combines his expertise in investment management, strategic planning, and estate tax planning to deliver tailored financial solutions. His commitment to understanding each client's unique needs allows him to craft personalized strategies that encompass everything from private equity investments to comprehensive financial planning.

At Simon Quick Advisors, a distinguished multi-family office wealth management firm established in 2004, James leads key projects that focus on optimizing clients' portfolios while navigating the complexities of the financial landscape. He leverages his extensive experience to guide clients through intricate business strategies, ensuring they are well-prepared for both current and future financial challenges. His proficiency in U.S. Securities and Exchange Commission (SEC) regulations and his Series 65 certification further enhance his ability to provide informed, compliant advice.

James's leadership extends beyond client interactions; he is also instrumental in mentoring junior advisors and fostering a culture of excellence within the firm. His passion for empowering clients and his unwavering dedication to their financial well-being make him a trusted advisor and a valuable asset to Simon Quick Advisors. Through his work, James not only helps clients achieve their financial goals but also builds lasting relationships grounded in trust and integrity.

James Cpa Work

Principal | Senior Managing Director | Client Advisor at Simon Quick Advisors, LLC in October 2019 to Present

Wealth Manager | Managing Director at Next Capital Management LLC in January 2009 to September 2019

Wealth Manager | President at Dartmouth Advisory Services in January 1992 to January 2009

James Cpa Skills

Regulatory Requirements

Problem Solving

Financial Concepts

About James Cpa's Current Company

Simon Quick Advisors, LLC

Discover more about Simon Quick Advisors, LLC

Frequently Asked Questions about James Cpa

What is James Cpa email address?

Email James Cpa at [email protected]. This email is the most updated James Cpa email found in 2026.

What is James Cpa phone number?

James Cpa phone number is +12124331108 and +16466683522.

How to contact James Cpa?

To contact James Cpa send an email to [email protected]. If you want to call James Cpa try calling on +12124331108 and +16466683522. (updated on October 29, 2024)

What company does James Cpa work for?

James Cpa works for Simon Quick Advisors, LLC

What is James Cpa's role at Simon Quick Advisors, LLC?

James Cpa is Principal | Senior Managing Director | Client Advisor

What industry does James Cpa work in?

James Cpa works in the Investment Management industry.