Jim is a Principal in the Financial Services Office of Ernst & Young LLP with over 20 years of experience in the financial services industry. He has extensive experience working with traditional and alternative asset managers, advising on operational model assessments and redesign, data management and tax and regulatory compliance and reporting.
Jim currently leads the firm’s Customer Tax Operations and Reporting Solutions (CTORS) for wealth and asset management. He has authored multiple articles and presents at numerous industry events.
Prior to joining Ernst & Young LLP, Jim was a project manager at a boutique management consulting firm serving institutional and alternative asset management managers.
Jim holds an MBA from Fordham University in New York.
How Jim is building a better working world
Tax transparency regulation continues increasing global scale, operational risk, cost and complexity. With our integrated suite of services, Jim is helping clients comply with their FATCA and CRS obligations in a cost-efficient and sustainable way. And by doing that, Jim is able to build a better working world.