James Papas

Experience and Education

James brings nearly 25 years of wealth management and investment experience to his clients. He specializes in supporting individuals and families with investment management, retirement planning, tax and wealth transfer planning to develop a coordinated strategy that aligns with their objectives and preferences.

Prior to joining Mariner, James was a vice president, private wealth advisor at U.S. Bank Private Wealth Management. He managed a book of high-net-worth clients and collaborated with a team of specialists that encompassed investment management, private banking, trust and estate services, wealth planning and family dynamics. Before that, he was a vice president and financial consultant at Charles Schwab and a regional director at Wells Fargo Fund Management, LLC.

James holds a bachelor’s degree in business and consumer economics from the University of Delaware.

Personal Interests

Away from the office, James enjoys traveling, exercising and attending music and sporting events. He is inspired daily by his wife and three children.