Jim Brodsky has been involved with the financial services industry for over thirty years serving as legal counsel to multiple employer pension and 401k plans and as the Secretary to the Trustees of those plans. Those same skills are employed to provide dedicated wealth management services to individuals and corporations.
Jim previously served as Senior Counsel and Corporate Secretary for a major Washington area trade association as well as President of its employee benefit subsidiary. In those positions he worked extensively with major investment firms and their advisors on portfolio construction techniques and analysis.
A graduate of the New York University School of Law and Franklin and Marshall College Jim currently resides in Laytonsville Maryland with his wife, Karen, a Deputy Chief with the U.S. Department of Justice, his daughter Abby, an avid horseback rider and currently a Conservation Educator at the Philadelphia Zoo and daughter Sasha, a Primary Therapist at the Muir Wood Adolescent and Family Services facility.