James M. Kittler is a seasoned financial professional with extensive experience in managing the financial needs of ultra-high net worth individuals and families. Currently serving as a Partner at Trove Family Office since November 2022, James previously held the same title at Trove (formerly JDJ Family Office Services) from June 2014 to November 2022. James has also served as Director at Rothstein Kass, where responsibilities included providing accounting, tax, and estate planning services, and as Founder & Partner at JDJ Resources, which focused on personal financial management. Earlier career roles included Financial Manager at AEGIS, overseeing a substantial real estate and private equity portfolio, and positions at State Street Bank and AEW Capital Management, where James developed expertise in investment performance analysis and portfolio accounting. Educational credentials include a degree from Babson College and a Certificate in Financial Planning from Boston University.
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