In this episode of The Financially Mindful Podcast, Dan and Jim introduce themselves, and explain how their personal and professional experiences motivated them to produce this podcast, and shed light on some of the more pressing issues faces consumers that will be covered over the coming shows in this episode of The Financially Mindful Podcast. 

 

About Your Hosts 

Daniel James

Dan is Founder and CEO of CanopyLife, a platform committed to building families’ financial resilience to deal with major life events. Dan founded CanopyLife after experiencing the financial and emotional cost of losing his dad to cancer, and wanting to help families avoid the same pitfalls. A Kellogg School of Management grad, Dan previously led new product development at Capital One and has nearly a decade of experience working in product development at startups focused on consumer, fintech and insurtech. In a prior life, Dan was a consultant at BCG and worked in Equities for Goldman Sachs and ABNAMRO. 

 

James V. Grace

Jim Grace is the Director of Wealth Management at Silver Pine Capital in Medfield, Massachusetts. ​Jim has more than a decade of experience in the financial services industry, leading Silver Pine’s financial planning and broader wealth management service offering. He has worked for MetLife and has managed for First Niagara (LPL Financial) and United Northeast Financial Advisors (Infinex Investments). Jim graduated from Bryant University and is father to two children. 

 

 

Stay Connected:

Daniel James

LinkedIn: Daniel James

Website: CanopyLife

 

James V. Grace

LinkedIn: James Grace

Website: Silver Pine Capital

 

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