James "Jamie" Pucci
Jamie Pucci Senior Investment Management Specialist

Jamie has more than 20 years of experience working in the financial services industry. He exemplifies the true essence of a family business, joining his father, Jim, and brother, Jason, at the group in 2002. As a senior investment portfolio specialist, Jamie builds and manages personalized portfolios and is active in the administration of the business. He holds Series 7, 63, and 65. Jamie earned a bachelor’s degree in business management from SUNY Plattsburgh in 1990. Currently, Jamie lives in Middletown with his wife Cheryl and dog Koda. They are the proud parents of three adult children Joshua, Jacob and Kayla. Jamie enjoys spending time with his family and friends and volunteering in the community.