Broker Check
James M. Comblo, Certified Financial Fiduciary

James M. Comblo, Certified Financial Fiduciary

Chief Executive Officer

Quote: “Leadership is not power, it is a responsibility”

As the CEO, my efforts are focused on helping shape the vision for the future of our firm. My day-to-day responsibilities include; building and maintaining our Tactical Portfolios and reviewing client accounts to make sure they are in line with each client’s specific set of goals and needs. Along those lines, I spearhead our research and development initiatives focused on improving client outcomes helping to improve efficiency and ultimately our client experience.

My greatest passion is helping others become the best possible version of themselves. I have spent a large portion of my life coaching athletes both mentally and physically. I bring that same enthusiasm and strategic guidance to support our firm’s advisory team and my clients through their personal and professional journeys.

In my personal life, family is most important to me. In 2017, I married the love of my life, Marina, and we welcomed two beautiful daughters - Gabby and Lia. I am also a sports fanatic and have been characterized as a voracious reader (I read on average, around 30 books a year)