James McGurren Cpa

James McGurren CPA, CFP® is a seasoned financial professional with extensive experience in wealth management. Currently serving as Principal, Senior Managing Director, and Client Advisor at Simon Quick Advisors, LLC since October 2019, McGurren plays a key role in providing tailored financial planning and investment consulting solutions to affluent individuals and families. Prior to this, McGurren was a Wealth Manager and Managing Director at Next Capital Management LLC from 2009 to September 2019, and held the positions of Wealth Manager and President at Dartmouth Advisory Services from 1992 to 2009. McGurren earned a B.S. in Accounting from Fordham University and graduated from Holy Cross High School in Flushing, NY.