James Landry, ChFC®

James Landry, ChFC®

President, Chief Operating Officer & Director of Planning

Landry is the President/COO of Pallas Capital Advisors, LLC, and has been with the firm since its inception in 2019. In this role, Landry oversees all aspects that concern the firm’s operations and securities compliance. In addition to regularly consulting with the firm’s clients regarding their estate and business planning objectives, Landry also provides leadership and training to the firm’s Financial Planning Department. Landry maintains the Chartered Financial Consultant (ChFC) designation and is a General Securities Supervisory Principal.

From September 2001 through 2006, Landry worked for Lincoln Financial Advisors/Sagemark Consulting in Virginia Beach, VA, as Compliance Manager, and later Director of Financial Planning. As Director of Financial Planning, he played an instrumental role in the growth and development of the Financial Planning operation of that office. In 2006 he transferred to the Boston office and continued his role with Lincoln’s National Planning Team, specializing in estate planning and wealth management for the high-net-worth marketplace.

Landry worked as a compliance consultant for WS Griffith Securities, Inc., a subsidiary of Phoenix Life Insurance Company from 1998 to 2001. In 1996, he began his career in the financial services industry by working for Secure Planning, Inc., a Registered Investment Advisor in Portsmouth, NH.

James and his wife, Laurie, have six children, and one daughter-in-law, and live in the North End of Manchester, NH. James enjoys hiking with his family, visiting his younger kids’ sports activities, and is actively involved with his church.

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