James MacLeod, Esq.

James MacLeod, Esq.

James MacLeod, Esq.

President

Jim’s keen insight and enduring equanimity have allowed him to pioneer through some of the most challenging economic times. His early training as a private practice attorney for banks and financial institutions granted him the transactional, regulatory and operational experience that’s served as the foundation for the string of successes that have benchmarked his career. Jim has served in executive management positions in three financial institutions where he oversaw the management of more than $3 billion in assets. His experience in effectively managing money through such formidable financial periods as the 1990s, the burst of the “Tech” bubble, 9/11, the “Great” financial crisis and the “lost decade” have proven to be invaluable in shaping Jim’s perspective on, and participation in the markets.