James Okamura
President, First State Trust Company
Jim has 25 years of investment experience specializing in trusts, wealth management, and multi-asset platforms.
- Former CIO at Morgan Stanley Trust Services
- Experience across Citigroup, Merrill Lynch, Legg Mason
- Expert in asset allocation and diversification
- CFA, CFP, and AWMA certified
He holds a BS from Montclair State University.