James P. Coleman

As a Financial Advisor, Jamie works with each of his clients to determine and understand their individual needs, so he is able to provide exceptional guidance. After helping them clearly articulate their financial goals he then creates realistic plans with measurable objectives to help them reach those goals.

After earning a BA in Political Science at the University of Colorado, Jamie worked at Citibank as an Assistant Account Executive, holding Series 7 and 63 security registrations. Afterward, he joined the Securities Industry Foundation for Economic Education which promotes financial literacy in middle and high school age students using a financial market simulation program. Jamie then attended Columbia University where he earned a master’s degree in education and a Certificate in Software Design. While raising his family in Bedford, NY, Jamie taught and served as an administrator at Darien High School. During summer hiatus he worked at Solaris Asset Management providing quantitative analysis for portfolio management. He was active in the Bedford Community, serving on the Board and as Treasurer of the Bedford Golf and Tennis Club and founding the Bedford Road Runners Club.

Jamie and his wife, Hilleary, live in Dorset and their two grown children visit often. He enjoys everything the Green Mountains have to offer, especially skiing, biking, hiking, golf, and fishing.