James English III
Jim has over 45 years of experience in the financial services industry and has defined a process for helping families navigate their investments and financial lives.
His first step is to help investors clearly define their goals. With that feedback builds a personal investment policy, that is built upon years of institutional experience. Through diversified asset allocation and adherence to investment policy, Jim strives to ensure that his clients do not subject themselves to timing risks of the markets. Success is measured not only in market returns but by being by the side of his clients throughout each important milestone.
Jim is a graduate of Quinnipiac University with a B.S. in finance. He holds the FINRA PC (Investment Company and Variable Contracts), Series 7 (General Securities), Series 8 (General Sales Supervisor Examination), Series 63 (Model State Securities), SIE (Securities Industry Essentials), and his CT life insurance licenses through LPL Financial.
Prior to launching Thimble Island Private Wealth, Jim was the branch manager for Janney’s Long Wharf New Haven office and served on the Janney branch managers council from 2005 to 2007. Jim has given back extensively through the Greater New Haven community. He has served on the boards of the Foote School, LEAP, the New Haven Colony Historical Society, and as the past president of the New Haven Lawn Club.
Jim lives in Guilford, CT with his wife Tracy, a small business owner. His proudest achievements are being a dedicated husband, father, and grandfather. When not in the office you can find Jim on his boat enjoying Long Island Sound with family and friends.