James Tronti

Chief Operations Officer

In the role of Chief Operations Officer, James oversees and facilitates all client service and operational duties, ensuring expert-level family services while maintaining compliance with industry standards. During his career in the RIA/Wealth Management industry, James has gained comprehensive experience from the ground up, covering systems, technology, data management, investment philosophy, compliance practices, and understanding clients' financial priorities throughout their journey. James is a graduate of Florida State University where he earned a Bachelor of Science in Psychology.

Fun Facts:

If you could only watch one movie or television show for the rest of your life, what would it be? “HBO’s True Detective Season 1.”

Describe your perfect day. “Early workout, fishing or golfing, brewery for a few beers, grilling out and watching football, all with family and friends.”

What do you want people to remember about you? “That I was there when they needed me.”

Who did you look up to as a child? “Tom Brady and my older brother.”