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James M. O'Neil Jr., Esq. is a seasoned trust and investment management professional with extensive experience in family wealth management, including wealth transfer techniques and tax planning. O'Neil served in various roles, from Trust Officer and Relationship Manager at Fleet Private Client Group to President and Chief Executive Officer of Cambridge Appleton Trust, N.A. Currently, O'Neil holds the position of Senior Vice President and Managing Director of Private Client Services at Appleton Partners, Inc., where they provide wealth and estate planning strategies for individuals and families. O'Neil earned a Bachelor of Arts in Political Science from Boston University, a Juris Doctorate from the University of Maine School of Law, and a diploma in Financial Planning from Boston University Center for Professional Studies.