James Rapaccioli

Background

About James Rapaccioli

James joined the Affinity group at Morgan Stanley in 2013 after spending three years at Merrill Lynch. He is responsible for developing financial plans for high net worth individuals, their families, and their businesses to help them pursue their short term and long term goals. In addition James works hand in hand with Shawn Ryan on their Public Companies equity compensation plans. He is responsible for aiding participants with anything from execution to understanding their complex equity awards. James is a graduate of Fordham University – The Gabelli School of Business with a B.S. in Business Administration, with a dual concentration in Finance and Accounting. He is also a graduate of Fordham Preparatory School. The Affinity Group is a comprehensive financial management team with Morgan Stanley, a global powerhouse, that specializes in working with corporate executives, financial exectutives, and entreprenuers. Our mission is to provide clients with a professional investment team that has a reputation for integrity, trust and superior service. We use our skills, professional designations and decades of experience to provide a broad spectrum of customized financial advisory services and solutions. We seek to achieve this goal through well-defined investment and financial strategy, ongoing review of the investment strategy’s performance and annual review of the financial plan to reflect modifications in the client’s personal objectives.We work closely with our clients and their other advisors, such as tax professionals and attorneys, to leverage and compliment their knowledge and help provide maximum beneficial impact.