James Herbert

About me

I am passionate about serving clients, building businesses, mentoring teammates, and advising & coaching those in the arena building figure out how to scale and overcome challenges along the way. I've spent most of my career focused on finance, real estate, and their intersection as an entrepreneur, leader, investor, and advisor. 


I have a broad range of experience I draw from when helping others including:


A San Francisco native, I currently live in SF with my wife, son, daughter, and dog. I'm an avid skier, traveler, and book worm. I'm a member of Young President's Organization, a long-time former United Way Bay Area board member, member of the Impact Investing working group for the Community Foundation of Jackson Hole, and alumni interviewer for Stanford University. I graduated from Stanford University with a B.A. in Economics and received my M.B.A. from Stanford's Graduate School of Business.