James Gaines is a Vice President and Wealth Advisor in Mesirow Wealth Management. He specializes in creating customized financial plans, cash flow analyses, retirement plans and social security solutions for affluent individuals, foundations and business owners.
James has 15 years of experience in the financial services industry. Prior to joining Mesirow in 2015, he was an investment manager at Saxony Capital Management. Before that, he was an investment associate at Rothschild Investment Corporation, where he was responsible for research and analysis.
James earned a Bachelor of Science in Commerce from Santa Clara University and holds FINRA Series 7 and 66 licenses. He holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional.