James plays a key role in supporting the firm’s client operations. He works closely with client families, custodians, and investment managers to help ensure a seamless and responsive client experience. Prior to joining Three Bridge, James spent five years with Morgan Stanley Smith Barney.

Originally from Lubbock, Texas, James spent much of his life in Hawaii before earning a BS in Corporate Finance from San Francisco State University. Outside the office, he enjoys spending time outdoors, whether hiking local trails or running “the Dish” at Stanford University. He’s also an enthusiastic (if not particularly accomplished) billiards player.

At Three Bridge Since: 2012