Our People

James Q. Rice, CFA

Chief Investment Officer

Jamie serves business owners, divorced women, and young professionals who want to accelerate their progress in saving for retirement. He holds an MBA from Tuck School of Business at Dartmouth, an MS from Massachusetts Institute of Technology (MIT), and a BS from Webb Institute. As a Past President of CFA Society Hartford, Jamie connects with future business leaders in Generation Z by serving as a mentor in the The Global Investment Research Challenge. He is passionate about educating future investors and building sound financial plans. Jamie spends his downtime sailing, skiing, golfing, hiking and biking with his three boys.

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