Our associates:

James P. Trozze, Senior Vice President
Phone: (617) 896-3579  Fax: (617) 227-5505 | jtrozze@e-winslow.com
Location: Boston - Headquarters | Directions

Jim is a Portfolio Manager and Registered Investment Advisor with Winslow, Evans & Crocker, Inc.  In this role, he provides a portfolio strategy for high net worth individuals and institutions.   This income and growth strategy is value-based and catalyst for change driven and is based upon his extensive experience and accomplishment in the investment industry.

For the past thirty years, Jim has been the Director of Research at Burgess & Leith, Moors & Cabot, and Trust & Fiduciary Management Services, Inc. (TFMS).  At TFMS, he was an Investment Committee member that sub-advised two Income Mutual Funds.  He has been a keynote speaker and moderator at several investment management conferences and wrote and presented the “Unspoken War”, an analysis of cybersecurity,at a national conference.

Jim had been for many years a Director of the Big Brother Association of Massachusetts Bay®.  He is a current member of the Cornell University Entrepreneurial Network and was a previous President of the Alumni Corporation of Pi Kappa Phi, and a member of Board of Governors of Blair Academy.  He is a U.S. Army Veteran.

Jim is a member of the Boston Security Analysts Society.  He received his B.S. from Cornell University and his MBA from Babson College.