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James Machuga

Senior Vice President - Advisor Services

James Machuga is the Senior Vice President of Advisor Services and brings over 10 years of financial services experience to Merk Investments.

Mr. Machuga holds a B.S. in Business Administration from Bryant University and has further developed his investment acumen through additional courses in Modern Portfolio Theory.

Mr. Machuga began his career at UBS Financial Services working with a wealth management group in Connecticut, before joining Fidelity Investments Institutional Services, Inc., in 2007. At Fidelity, Mr. Machuga was Senior II Regional Investment Consultant with the Wire-House Advisor Group, where he was responsible for the distribution and sale of Fidelity products to financial intermediaries. He holds FINRA Series 7 and 63 registrations.

Mr. Machuga lives in Boston, Massachusetts and is actively engaged with the community through his volunteer activities focused on restoration and improving the ecological health of the Narragansett Bay region. He enjoys spending time with his family, traveling, competing in challenge course events and running.

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