James will be based in Glenmede’s Philadelphia office and will be responsible for developing the firm’s service offering for entrepreneurial and multi-generational private clients.
Additionally, he will oversee a Philadelphia-based client-service team and will lead firm-wide efforts to ensure clients continue to receive the highest level of personalized service and advice.
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Most recently, James had served as a wealth strategist in Goldman Sachs’ Mid-Atlantic Region, where he advised HNW clients on issues involving income tax, gift tax, estate tax, generation-skipping transfer tax, philanthropy, credit protection and life insurance.
And before that, he was a director within PricewaterhouseCoopers’ Private Company Services group, where he was responsible for the Wealth Transfer Solutions Network and for advising clients on comprehensive wealth planning matters pertaining to the sale of a business, investment management and contemporary wealth structure and transition strategies.
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