James has more than 12 years of experience in providing business valuation services for various purposes including gift and estate tax reporting, corporate planning, financial reporting, and Employee Stock Ownership Plans. James has performed valuations of many types of entities, including securities and real estate holding companies, manufacturers, wholesalers, distributors, and retailers. Additionally, James has valued interests in hedge and private equity funds. James has worked closely with attorneys, accountants, company directors and managers, and shareholders, among others.
James graduated cum laude from Villanova University, with a BS in Finance and a BS in Economics. Prior to joining Valuation Services, James was Vice President at a national valuation firm. James is a CFA charterholder and is a member of the CFA Institute and CFA Society of Philadelphia.
EDUCATION & CERTIFICATIONS
- Chartered Financial Analyst (CFA)
- Villanova University, BS in Finance
- Villanova University, BS in Economics
- CFA Institute
- CFA Society of Philadelphia