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Our Team: James M. Kittler

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One of Jamie’s many strengths is making sense of complex financial and wealth management issues. He assists clients with sophisticated investment opportunities and private equity investments as well as managing their day-to-day financial activities.

Jamie co-founded JDJ Resources in 2001. In addition to his client management responsibilities, he led JDJ's marketing and business development efforts until the firm's merger in 2012. From 2012 to 2014 Jamie was a director of the Rothstein Kass Family Office Group. In 2014, Jamie, Steve and Doreen co-founded JDJ Family Office Services.

Previously, Jamie was a financial manager at AEGIS, an international real estate and private equity investment advisor. There, he managed the company’s daily financial accounting, investment tracking and reporting, and financial analysis requirements. Jamie came to AEGIS from State Street Bank and Trust, where he held portfolio accountant and performance analyst positions.

Jamie’s noteworthy financial background also includes four years at Aldrich Eastman and Waltch, where he gained skills in accounting, financial reporting, financial statement presentation, evaluation of partnership and investment agreements, and other financial analysis.

Jamie earned a Bachelor of Science degree from Babson College, received a certificate in Financial Planning from Boston University, and participated in Boston University’s Real Estate Studies Program. He is a notary public and a member of The Boston Foundation’s Professional Advisors Committee, the Financial Planners Association, and the Boston Estate Planning Council. Jamie is an avid Boston sports fan as well as a veteran coach of local youth sports teams.

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Questions? Contact us to learn how JDJ can make a difference in your life.


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