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.

  • Chartered Financial Analyst (CFA)
  • Villanova University, BS in Finance
  • Villanova University, BS in Economics
  • CFA Institute
  • CFA Society of Philadelphia

valuation services logo

3000 Wilson Boulevard

Suite 220

Arlington, VA 22201


Subscribe To Our Newsletter

Click here to subscribe to our newsletter!

Subscribe to our newsletter:

By submitting this form, you are consenting to receive marketing emails from: Valuation Services, Inc., 3000 Wilson Blvd, Suite 220, Arlington, VA, 22201, https://www.valuationservice.com. You can revoke your consent to receive emails at any time by using the SafeUnsubscribe® link, found at the bottom of every email. Emails are serviced by Constant Contact