James E. Masur
Cross Coastal Advisors
Jim is a seasoned, results-driven leader and trusted team player who spent more than 20 years in positions of responsibility in and around the global financial and capital markets. A well respected CFO in the asset management industry, Jim also played leadership roles in the development, placement and fiduciary oversight of investment products in all types of economic environments– often in collaboration with high level decision and policymakers.
Jim believes that “choice, not chance, determines one’s destiny.” He is dedicated to educating his clients about their choices and helping them to build, execute on and oversee, sound forward thinking financial and investment plans. His clients tell him that he helps them to see their financial and business affairs with purpose, clarity,a longer-term view and from perspectives that they have not seen before.
Jim graduated from the University of Connecticut with a B.S. in Accounting and holds an MBA from Babson College. He holds several securities licenses. Jim is a former CPA and is licensed to offer Life, Accident, and Health Insurance.