Jim McCarriston

As a Registered Client Service Associate at f3Logic, Jim coordinates portfolio changes and updates and assists the advisors with investment analysis. Additionally, Jim is part of the process in completing client financial plans and serves as a co-author on investment related articles and educational materials distributed to clients and peers.

Jim’s previous positions in the firm over the last three years have provided him with a unique understanding of the day-to-day business and ability to work efficiently and collaboratively on a variety of investment related projects.

Jim has a B.S. in Finance and Statistics from The University of Vermont.

Professional Designations:

MA Life and Health Insurance licensed