Mark James

Principal Adviser - UK/USA Cross Border Services

Mark began his career more than 17 years ago, working for international investment banks in multiple jurisdictions.

 

He progressed into the wealth management arena working within private banks, providing advice to high net worth clients.

Mark is a qualified registered investment adviser in the United States and also holds relevant UK adviser qualifications. This enables him to better assist clients with assets in either jurisdiction and provide them with a holistic service.

Mark is currently in the Chartered Financial Analyst program with the aim of becoming chartered.

He predominantly specialises in assisting and providing advice specifically tailored to British expatriates now living in the United States.

Mark is married to Christina, a private tutor and teacher, whose daughter is currently at University. They are all Manchester United fans!

(+1) 305-809-0439

Alexander Beard (U.S.A.) Inc
1670 S. Amphlett Blvd
Suite #214-49
San Mateo
CA  94402

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alexander beard

(USA) Inc

Alexander Beard (U.S.A.) Inc
1670 S. Amphlett Blvd

Suite #214-49
San Mateo

CA  94402

info@abg-usa.net


+1 650 - 684 - 0450

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Alexander Beard (U.S.A.) Inc. is a registered investment advisor with the California Department of Business Oversight: a member of Alexander Beard Group of Companies Limited. Registered in England No. 2144184. Copyright © 2020 Alexander Beard Group of Companies Limited - International Financial & Emigration Services Organisation - All Rights Reserved.