Jamie is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. Jamie is a Founder, Managing Director and investment advisor in Strategic Retirement Partners’ Northeast Office. Jamie has built a successful retirement plan team and practice over the last 20+ years through his passion for helping plan sponsors reduce fiduciary liability and offer competitive, affordable retirement benefits, while helping individuals save, plan, and invest wisely. Jamie has been recognized by PLANSPONSOR Magazine as "Retirement Plan Adviser of the Year" and a "Top 100 Retirement Plan Adviser", and by The Financial Times, Institutional Investor News, and 401kwire as one of the country’s most influential retirement plan advisors.
Jamie is a frequent speaker and industry commentator for professional, association, and industry groups. He has been quoted in The Wall St. Journal, PLANSPONSOR / PLANADVISOR Magazines, Defined Contribution & Savings Plan Alert and in local media.
Prior to SRP, Jamie founded GPS Investment Advisors, worked at Financial Architects Partners and John Hancock Investments. Jamie completed training and coursework through the The PLANSPONSOR Institute and earned the PLANSPONSOR Retirement Professional (PRP) designation. He is a graduate of Moses Brown, Connecticut College, Suffolk University Law School, and Goldman Sachs’ 10,000 Small Businesses program. Jamie's community involvement has included San Miguel School, being a Rhode Island Commodore, serving on the Investment Committees of Neighborhood Health Plan of RI, Blithewold, and The Providence Children's Museum, and serving as a lay representative of the Episcopal Diocese of RI Commission on Finance. He coached all three of his children in youth lacrosse and soccer. Jamie and his family live in Providence, RI.
In high school I worked at a butcher shop and deli in my neighborhood. When I wasn’t washing dishes, cleaning out the freezer, and breaking down boxes, I operated the fresh-squeezed orange juice machine.
We get to create clarity from confusion, empowering people to take positive action and make wise choices that will benefit themselves, their employees and their families. We have the uniqie ability to create leverage: The decisions we influence today create a lifetime of impact for our clients and their families for years to come.
My favorite thing is a long dinner with my family, laughing and telling stories. Other than that, I love to ski, bike, play tennis, fish, and I am a birder.