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James E. Rich Jr., CTFA 

 
Senior Vice President, Eastern Wealth Management 
James Rich is responsible for managing the investments of individuals, trusts, and charitable organizations, and for advising clients on how to grow and preserve their wealth. He is also a team leader in Eastern Wealth Management’s Saugus based office.

Professional Experience
Mr. Rich has more than 30 years of experience in wealth management and trust services, including portfolio management, trust administration, and financial planning. Before joining Eastern Wealth Management in 2011, he headed Beverly National Bank’s Trust Department for more than 25 years. Prior to that, he worked in the trust departments of the First National Bank of Boston and Plymouth Home National Bank.

Education/Service
Mr. Rich holds a Bachelor of Arts in History from Colgate University and a Juris Doctorate from Albany Law School.  He is also a graduate of the National Graduate Trust School. He is a member of the Massachusetts Bar and a Certified Trust and Financial Advisor.

Mr. Rich actively participates as a volunteer for several charitable organizations, including the North Shore United Way, the Hospice of the North Shore & Greater Boston, and the North Shore Community College Foundation.

Mr. Rich can be reached at 781-581-4211.