James supports EFF’s efforts to underwrite and originate loans to high-impact charter schools throughout the US. He has a personal connection with EFF as a charter school alumni.
Prior to joining EFF, James was a Financial Planning Intern at Creative Planning, an independent wealth management firm. He was charged with creating client dashboards that encompassed an individual’s entire financial position. Prior to working at Creative Planning, James held several internships within the wealth management sector and worked closely with advisors for client meetings. James holds a Bachelors of Arts degree in Economics from Yale University.