About
Jim
Jim partners closely with advisory teams and leadership to create service development offerings aimed at enhancing growth and revenue initiatives. Curating programs to serve the leaders of sponsor funds and professional service firms, portfolio teams of venture and private equity backed pre-IPO companies, and executives requiring centralized and comprehensive execution, he and his team furnish offerings needed by clients whose ownership structures requires technical prowess across tax, estate planning, and liquidity management.
With more than 20 years of experience working with investors and innovators from inception to transaction, Jim’s engagements are designed to provide value when personal finance intersects the professional transaction. In concert with advisor growth, Jim is also responsible for partnership development as it relates to corporate financial counseling programs and third-party service delivery.
In 2018, Jim was named a Principal of a predecessor firm that ultimately merged into Focus Partners.
Outside of Focus Partners, Jim can be found spending time with his family in the White Mountains, perfecting the shrimp scampi pizza, or actively competing in the Etchells class.
Education and Professional Milestones
-Salem State University - bachelor’s degree in geological sciences
Jim partners closely with advisory teams and leadership to create service development offerings aimed at enhancing growth and revenue initiatives. Curating programs to serve the leaders of sponsor funds and professional service firms, portfolio teams of venture and private equity backed pre-IPO companies, and executives requiring centralized and comprehensive execution, he and his team furnish offerings needed by clients whose ownership structures requires technical prowess across tax, estate planning, and liquidity management.
With more than 20 years of experience working with investors and innovators from inception to transaction, Jim’s engagements are designed to provide value when personal finance intersects the professional transaction. In concert with advisor growth, Jim is also responsible for partnership development as it relates to corporate financial counseling programs and third-party service delivery.
In 2018, Jim was named a Principal of a predecessor firm that ultimately merged into Focus Partners.
Outside of Focus Partners, Jim can be found spending time with his family in the White Mountains, perfecting the shrimp scampi pizza, or actively competing in the Etchells class.
Education and Professional Milestones
-Salem State University - bachelor’s degree in geological sciences