James Friedman

James Friedman
Client Service Associate:
Tricia Bornstein

James Friedman

Senior Wealth Advisor

Jim Friedman is Senior Wealth Advisor with ACM Wealth, where he oversees the development and implementation of customized investment strategies that cater to the unique needs of his clients. Jim specializes in investment management, financial advising, and client relationship development, with advanced expertise in securities analysis, portfolio management, and estate/trust and tax planning.

Jim launched his career in 1991 as a municipal bond analyst at Paine Webber, where he collaborated with the trading desks while providing top-notch advisory services to retail brokers. After five years of unparalleled growth and expertise, he joined Personal Business Management Group Ltd. (PBMG), where he ultimately assumed the presidency of the firm. His unwavering commitment to delivering exceptional service and results propelled him to join ACM in 2019, driven by a quest to access more comprehensive resources to create a bigger impact for his clients. Jim is widely recognized for his ability to foster enduring relationships that span generations, cementing his position as a trusted advisor to his clients.

Jim earned a B.S. in Business and Economics from Lehigh University and an MBA from Columbia University. He passed the series 7 and 63 licensing exams and currently holds a series 65 registration. 

Drawing on his vast expertise in financial and business matters that extend well beyond capital markets investing, Jim offers a well-rounded, holistic approach that considers each client’s distinct needs, goals, and circumstances. He takes pride in providing comprehensive financial guidance that is fully aligned with their values and priorities, resulting in a personalized strategy that is both effective and meaningful. By offering a unique perspective that goes beyond mere investment advice, Jim ensures that his clients’ financial plans are not only robust and well-informed, but also reflective of their life aspirations.

Jim lives in Bradenton Florida with his wife Melissa, a college-aged son, and his dog. He spends his summers back in Connecticut. He also enjoys collecting and occasionally racing cars, being on the ocean, boating, fishing, and a variety of sports.

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