James F. Lubin, MBA
I have been engaged in the financial services industry since 1980. My experience and involvement includes investment management and executive financial positions with Merrill Lynch, Lehman Brothers, Hyman Beck & Co. and the Chicago Board Options Exchange.
I earned a Masters of Business Administration, Finance and Investments as well as a Bachelor of Science, Economics from Adelphi University. I have been an adjunct professor at Adelphi University at both the graduate and undergraduate course levels. I currently serve as an Advisory Board Trustee of the Willumstad School of Business of Adelphi University.
My objective and vision in establishing Beacon Hill Private Wealth Management is to counsel and advise a limited number of relationships in managing and preserving their wealth. Our focus is to structure customized investment portfolios which meet our client’s unique financial objectives and goals. Individual investment portfolios are specific to our client’s needs and created in close collaboration with them.