Jim Abbott is a financial advisor at Claro Advisors in Boston and is also on the Board of Directors of an amazing non-profit here in Boston, Christopher’s Haven. He joined Claro Advisors, a $1B Registered Investment Advisor firm, in 2017 and previously worked for Wells Fargo Advisors and TD Bank. He volunteers his time and resources at the Brookline Teen Center, Team Noah Foundation, Project Pinball, and Skate for the 22 Foundation. He also volunteers time with a local and national trade association Associated Builders and Contractors 501(c)(6) serving on their local and national Board of Directors.

He recently joined the board for Christopher’s Haven and has already made a huge impact on the organization with his generosity and go-getter attitude. Christopher’s Haven is a Boston-based 501(c)(3) organization with a mission to operate a supportive community consisting of fully-furnished temporary apartments and a community recreation area for families of children being treated for cancer at nearby hospitals.

During this episode, we discuss:

• Jim’s career at Claro Advisors
• The work that he does for Christopher’s Haven
• How he got involved with the nonprofit
• The cross-section between being a financial advisor and bringing those skills to a nonprofit
• What it takes to be a good board member
• How he got started in his career
• Advice he would give to anyone looking to become a financial advisor

And more. Tune into this episode as we dive into all things financial advisory and nonprofits!

Access the full transcript here.

Watch the episode on YouTube here.

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