Jim Quartarone brings more than 30 years of experience in the institutional retirement industry, where he has been dedicated to helping plan sponsors, participants, and their advisors achieve financial confidence. After serving in the U.S. Army, Jim began his career with a commitment to guiding others through strategic and personalized retirement planning. In his role at 1834 Investment Advisors, Jim combines deep industry expertise with a passion for continuous learning. He leverages his extensive network and proven strategies to deliver tailored solutions that align with each client’s goals.
Before joining 1834 Investment Advisors, Jim was a retirement plan sales producer at T. Rowe Price.
Jim is known for his:
- Relationship building – Jim fosters trust through clear communication, thoughtful guidance, and consistent follow-through.
- Attention to detail – Every client receives personalized service, transparency, and solutions designed to meet their unique objectives.
- Experience – He leverages his deep knowledge and background to deliver strategic, client-focused solutions that anticipate challenges and drive long-term success.
Jim earned his bachelor’s degree in political science from Bridgewater State University and completed ROTC training at Stonehill College. He remains focused on enhancing his expertise through continuous development and education.
Outside the office, Jim enjoys spending time with family and friends, staying active, and exploring nature. He also serves as President of a Water Board supporting a mountain community in Colorado.