"I strive to be not only a trusted steward of wealth for our clients but also a steward of relationships. I partner with clients first to understand their goals, then translate them into an actionable investment plan, and implement and modify that plan through various life stages and market cycles. A fulfilling client relationship evolves from an open environment and ongoing dialogue. I am invested in earning the trust and confidence of our clients and empowering them on their journey to financial security."
Keren James is a Financial Advisor with The Rikoon Group and is inspired by both top-down and bottom-up leadership. She is committed to serving and educating all clients, with a particular dedication to helping women build their financial acumen. Keren understands that clients will experience numerous transitions over the course of a life, and prioritizes communicating around each client’s personal situation and collaborating with them to meet their financial goals.
Keren enjoys working with families and including the next generation in conversations around building family wealth and establishing healthy relationships with money. She is passionate about helping clients align their resources around their values. While advising a wide range of clients, Keren derives distinct satisfaction from working with professional women and breadwinners, entrepreneurs, artists, and musicians.
Keren earned her Master of Arts in English Literature at New York University and holds a FINRA Series 65 and Series 6. Before joining The Rikoon Group, Keren worked as a corporate recruiter and executive assistant to a CEO. She has also served as Treasurer of the Acequia Madre PTC and is a member of the Santa Fe Opera Guild.
In her free time, Keren can be found laughing with her son, cooking, swimming, hiking with her dog, and attending the opera and other live music or literary events.