James O'Hearn, CFP®, AIF®

Client Wealth Services Manager
Senior Vice President

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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.

Active with the Lowell Parks & Conservation Trust, Pollard Memorial Library Foundation, and many other local organizations, Jamie is a life-long Lowell resident. He and his wife have two young daughters. Jamie is proud to live and work in his hometown.

 

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