CitrinGroup Introduces New Senior Level Partner

James Collins assumes role of Managing Director.

BIRMINGHAM – CitrinGroup is pleased to present James Collins as a new senior level partner, assuming the role of Managing Director.  Jim comes with a wealth of experience and has developed his client-centric perspective from his time at Schwab Advisor Services, LPL, Morgan Stanley, and UBS.  His focus will be CitrinGroup’s client and outsider experience.

Over the course of his career, Jim has helped hundreds of advisors deliver compelling value to clients in need of guidance and leadership.  He has a keen understanding of what investor’s desire in today’s challenging financial world and is excited to bring his expertise to the team at CitrinGroup.

“CitrinGroup has worked for years to become the best investment advisors in the industry.  Having Jim on board propels us to our goal,” said Jonathan Citrin, Founder and CEO.  “We welcome his years of experience and depth of knowledge as a driving force at the firm and in the industry.  He is already incredible – I’m looking forward to what he will do for our clients and the entire firm.”