Vice President, Eastern Bank Wealth Management
James Bonfanti manages client portfolios for individuals, families, institutions and foundations. He provides a comprehensive, holistic approach to wealth management by focusing on the areas of investment management, tax and estate planning and retirement strategies.
Mr. Bonfanti joined Eastern Wealth Management in November of 2010. Previously, he worked as an attorney for a North Shore law firm where he concentrated in the areas of estate planning, tax and probate. Prior to that, he worked as associate general counsel for the in-house law firm of Intercontinental, a real estate development and investment company. During that time, he also co-founded Puritan Faust, LLC, a business and legal consulting firm.
Mr. Bonfanti holds a Bachelor of Arts in History from The College of William and Mary and a Juris Doctorate from Suffolk University and an LL.M in Taxation from Boston University. He is a licensed Massachusetts attorney.
He is an active member of both the Boston, Middlesex and Essex County Estate Planning Councils. He belongs to the Boston Bar Association and NAELA and is a Master Mason and a Shriner. He also volunteers for the Ellen J. Carpenter Financial Literacy Program.
Mr. Bonfanti can be reached at 781-581-4222 or by email at firstname.lastname@example.org.