Vice President
Relationship Manager, Private Banking
Washington, DC
Telephone: 703-801-4178
Facsimile: 202-414-3470
E-Mail: james.brennan@wachovia.com
Year Joined Wachovia: 2006
Professional Profile
James Brennan is a Vice President and Relationship Manager for Wachovia Wealth Management in the Mid-Atlantic Region. James’ responsibilities include serving as the primary point of contact for affluent and high net worth clients. James works closely with a team of experienced specialists to offer financial planning, trust and estate services, investment management, brokerage, insurance, and customized credit solutions. James has a core competency in facilitating like-kind exchange transactions.
James has been affiliated with Wachovia for approximately two years. Prior to joining Wachovia, James served as Regional Manager for a National Institutional 1031 Exchange Qualified Intermediary, where he was responsible for assisting real estate investors, accountants, attorneys, REITs, and private equity groups with executing like-kind exchange transactions.
Education
James is a licensed attorney and holds real estate salesperson licenses in both the District of Columbia and Virginia. James possesses an undergraduate degree in finance from the University of Scranton and a law degree from the Wake Forest University School of Law. James recently obtained his Masters of Law (LL.M.) Degree from Georgetown University Law Center focusing on matters of securities law and tax planning.
Areas of Expertise
James has an in-depth understanding of IRC Section 1031 Like-Kind Exchanges and has educated private and corporate clients on the use of Section 1031. He has executed hundreds of 1031 exchange transactions including dispositions approaching and exceeding one billion dollars. He has been featured in the Washington Business Journal, CNNMoney, the Commercial Property News, and Costar regarding complex exchange strategies. The regional periodical Bisnow on Business deemed James "Mr. 1031" for his stature in the industry.
External Activities
James is an Adjunct Faculty member at George Washington University in their MBA Program teaching real estate development case studies. James resides in Alexandria, Virgina with his wife Shelley and puppy Kona.
