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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 28 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 registered investment adviser in the United States and a UK registered financial adviser. This enables him to better assist clients with assets in either jurisdiction and provide them with a holistic cross border service. Mark is also a pension transfer specialist and aims to become Chartered later this year.

He predominantly specializes in assisting and providing advice specifically tailored to British expatriates in the United States or US expatriates living abroad.

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