Vice President, Eastern 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.
James holds a Bachelor of Arts in History from The College of William and Mary, 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 the Boston, Middlesex and Essex County Estate Planning Councils, and belongs to the Boston Bar Association. He is a Master Mason and a Shriner and also volunteers for the Ellen J. Carpenter Financial Literacy Program.
Mr. Bonfanti can be reached at 781-581-4222.