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Mark James

Senior Financial Planner (UK /USA)

Mark James
Modern Bridge

1 650 684 0450

Alexander Beard (USA) Inc.
1670 S. Amphlett Blvd.,
Suite #214-49
San Mateo,
CA 94402

Expat/Cross Border Advisors

Mark began his career more than 17 years ago, working for international investment banks in multiple jurisdictions. He progressed into the wealth management arena working within private banks, providing advice to high net worth clients.

Mark is a qualified registered investment adviser in the United States and also holds relevant UK adviser qualifications. This enables him to better assist clients with assets in either jurisdiction and provide them with a holistic service. Mark is currently in the Chartered Financial Analyst program with the aim of becoming chartered.

​He predominantly specializes in assisting and providing advice specifically tailored to British expatriates now living in the United States.

​Mark is married to Christina, a private tutor and teacher, whose daughter is currently at University. They are all Manchester United fans!

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