James Cawley is a Client Service Associate with CCR responsible for facilitating new-client onboarding, servicing existing investment accounts, and client platform support. Prior to joining CCR James worked as a relationship manager at an RIA based out of Pasadena, CA. Prior to his time as a relationship manager James started out in Los Angles with Equitable Advisors where he earned his Series 7, 66, and Life & Health Insurance licenses’. He has worked with clients across a variety of different financial service needs including trade & distribution requests, tax mitigation, and life insurance coverage.

Graduating from Tulane University with a BA in Political Economy, New Orleans is a second home to James, and he returns when he can for Jazz Fest, Craw Fest, or any of the other 128 festivals. Now James lives outside of Boston with his family and bernedoodle Penny.  Outside of work James enjoys cooking, taking walks, and listening to live music.