Jamie is responsible for the acquisition and expansion of client relationships, managing advisory relationships for individual and institutional clients, and mentoring and developing team members. Following his graduation from the University of Massachusetts Amherst with a degree in Business Management, Jamie joined Enterprise Bank’s Leadership Development Program and upon successful completion of the program, accepted a position with the wealth team. Jamie received his MBA from Bentley University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Accredited Investment Fiduciary® designee.
Jamie is a life-long Lowell resident, and proud to live and work in his hometown. He and his wife have two young daughters.
Enterprise Wealth Management is a division of Enterprise Bank providing comprehensive wealth management, including investment management, financial planning, trust and advisory services to individual and institutional clients.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ which is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment products are not a Deposit, not guaranteed by Enterprise Bank, are not FDIC Insured, not Insured by any government agency, and may lose value.
Jamie is active with the Lowell Parks & Conservation Trust, Pollard Memorial Library Foundation, and many other local organizations.
Serving Dracut, Lowell, and Tewksbury along with all communities where we do business.