James Cordon

James Cordon is a financial advisor and Senior Vice President at Morgan Stanley. James has over eight years of experience in the industry and is responsible for financial and estate planning strategies, reviewing investment policy plans, and client relationship management. In addition to these responsibilities, they also handle the equity-based investments for the team, including the implementation and reporting for managed accounts.

James has a long history of working in the financial industry dating back to 2009. James started their career at Morgan Stanley as a financial advisor and quickly rose through the ranks to become a Senior Vice President. In this role, they are responsible for helping clients with their financial planning and investment strategy. James has a deep understanding of the markets and is able to provide their clients with comprehensive advice that takes into account their individual circumstances.

In addition to their work at Morgan Stanley, James also serves as a trustee at Mounds Park Academy. In this role, they help to oversee the financial affairs of the school and ensure that it is run in a fiscally responsible manner.

James is a highly skilled and experienced financial advisor who has a proven track record of success. James is dedicated to helping their clients reach their financial goals and providing them with the best possible advice.

James Cordon went to Colgate University for their B.A. in Economics and went to Mounds Park Academy for high school.