Jimmy is an Associate Director of Capital Markets in Pathstone’s New Jersey office. Jimmy has been part of the Pathstone team for over seven years. He is a point of contact for client advisory teams, and he helps keep the team’s operations running efficiently.

Before joining Pathstone, Jimmy gained experience in client services and client operations at UBS and E*TRADE, assisting in daily client operations such as processing transactions, managing account requests, and resolving client inquiries. This helped him strengthen his client service and operational skills while building practical knowledge across the financial industry.

Jimmy holds a Bachelor of Science in Business Management from Stockton University. Jimmy is a native of New Jersey. In his free time, he enjoys collecting trading cards and memorabilia. He also enjoys traveling and exploring new foods.