James K. Ho

Jim has over thirty years of investment management experience. He is a Managing Director and Principal of the firm. Prior to West Branch Capital, Jim was a fixed income Portfolio Manager at John Hancock Advisors. Previously, he managed the John Hancock Tax Exempt Income Trust. Prior to joining John Hancock Advisors, Jim was a Senior Investment Officer at The New England (MetLife), where he managed multiple bond portfolios, including taxable and tax exempt mutual funds and separate accounts. Jim holds an M.B.A. from Columbia University, New York, as well as an M.S. in Applied Math and B.S. in Applied Math and Economics from the State University of New York at Stony Brook. He is a Chartered Financial Analyst and a member of the Boston Society of Security Analysts.

Good things come to those who plan for them

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We can help you plan for healthcare in retirement

Download our primer on retirement healthcare options and expenses

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Get Started Saving for College

From opening 529 account to calculating how much to save, we’ll help you create a college saving plan with our free guide.

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Consider a Financial Caretaking Plan

A Financial Caretaking Plan outlines the steps you take to transfer bill paying, investment management, estate planning, and tasks you need to complete to prepare for the day you can no longer manage finances on your own. 

This enables us to help you prepare for transition of financial management to your financial caretaker(s). If portions of the questionnaire are not applicable, that’s ok! We can work on this report together to reflect your plans.

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Do You Need a Trust?

Download our guide which provides a broad overview of some of the most commonly used trusts FAQ. We collaborate with estate planners and can explore with you if a trust could benefit you and your family.

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We're here to help.

Download our guide to understanding long term care expenses and options.

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