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Our Team: James M. Kittler

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As President of JDJ Family Office Services, Jamie defines the strategic direction of the firm and drives the achievement of corporate goals. He leads JDJ’s overall planning, client relationship management, and business development initiatives, always striving to improve the client experience and mentor our talented team. Jamie delivers a range of customized family office services to JDJ clients and their network of professional advisors, including comprehensive financial reporting, investment administration, tax planning, and wealth transfer strategies.

Jamie enjoys solving complex problems on behalf of his clients, utilizing his extensive family office experience to lead his teams to provide proactive, collaborative solutions. He works with clients to understand their needs, tailoring our service offering to create a unique, long-range solution to provide the family and their advisors with the information they need to make informed financial decisions. His entrepreneurial mind-set and client focus give our clients peace-of-mind; they know their financial administration is being handled professionally, and with care and integrity.

Jamie co-founded JDJ in 2001 with the goal of simplifying the lives of clients by managing their personal financial and administrative matters. Under Jamie’s leadership, the company has grown each year, adding clients, employees, and overall assets under advisement. JDJ is recognized as a leader in the family office service industry, and has been honored with several industry awards for the high level of personalized service we deliver to clients.

Previously, Jamie was a financial manager at AEGIS, an international real estate and private equity investment advisor. 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, and received a certificate in Financial Planning from Boston University. He is a notary public and a long-standing member of the Boston Estate Planning Council.

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


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