
James L. Bushemail
101 Federal St #800
Boston, MA 02110
Professional Story
Jamie Bush has been advising clients on complex financial, business, and life matters for over 40 years. He is a skilled counselor and connector of parties for their mutual benefit, often for the greater good and often for the good of the city as a whole. His clients have benefited not only from his own counsel but also his intrinsic ability to introduce them to just the right advisor for a particular challenge.
Jamie's team has been invited to participate in creating succession plans for losely held companies including the largest in New England seafood distribution, beer and wine wholesalers, construction services and general contractors and real estate development.
He has been privleged to serve in board positions for multiple nonprofits in the areas of healthcare, elderly housing as well as urban and suburban education and professional associations.
Jamie's unique privlege as a member of one of America's preeminent political families, together with his business expertise and many years of direct experience with Boston's poor and many institutions which reach them, have enabled him to play a role in elevating the needs of the underprivleged, the unseen and the underepresented.
He has earned the designations of Chartered Life Underwriter, Chartered Special Needs Consultant and Family Business Specialist from The American College. Jamie has also earned his Retirement Income Certified Professional designation, while also holding FIRNA Series 6, 63, and 65 licenses.
Jamie graduated from Boston College in 1978 with a BA in History. He and his wife, Sue, live in Hingham, MA and are parents to two adult children: Sarah, married to Drake, and Sam, married to Maddy. They also have five grandchildren, Draper, George, Beatrice, Auden, and Elliot.
Languages:
- English
Credentials:
- CLTC®
Specialties:
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheck
See James’s Licenses and Disclosures