“There’s a lot at stake for our clients. They know we can be trusted and will safeguard their best interests.”
Jim Wood
Vice President
Senior Client Advisor
I became a Senior Client Advisor with Cedar Street Advisors in 2007. Prior to joining the firm, I was Vice President, Counseling, with The Ayco Company, L.P., a Goldman Sachs company. I am a cum laude graduate of Boston College where I earned a bachelor of arts degree in economics and philosophy. I also earned a juris doctorate degree from the University of San Diego and was admitted to the New York State Bar Association in 1994.
Worth magazine
December/January 2011
Q&A with Jim Wood:
"How do I determine if my liquidity level is appropriate?"