James Smith has joined the Buffalo First Wealth Management team as a Financial Advisor. James Smith will be providing financial planning and portfolio management to clients throughout Niagara County and Western New York. Previously, Jim worked in New York City with UBS Financial Services and other boutique investment firms. He earned a MBA from Canisius College, MILR from Cornell University, and PhD in Organizational Systems from Fielding Graduate University.
You can email Jim at [email protected] today to set up your complimentary consultation.