Jimmy joined Capstone in early 2023 and is a Vice President on Capstone’s Capital Markets Sales team. His responsibilities include providing our institutional clients with Capstone’s unique research product and access to analysts and populating Capstone’s differentiated Policy Days.
Before joining the firm, Jimmy was a Senior Vice President at Bancroft Capital, a Service-Disabled Veteran Broker/Dealer. A former President of the Investment Traders Association of Philadelphia (ITAP), Jimmy spent the first 19 years of his career on the institutional trading desk at Janney Montgomery Scott before moving to Drexel Hamilton in 2013 to help build out its Mid-Atlantic presence. He attended Drexel University and holds FINRA Series 7, 55, and 63 licenses.
Jimmy is on the Golf Committee of the Veterans Multi-Service Center (VMC) and is a Board Member of both the ITAP and Philadelphia Securities Association (PSA). He lives outside Philadelphia with his wife and three children.