Jim is an accounting manager at Winbridge. His accounting and operations experience includes private investment funds, portfolio company accounting for funds, and other small businesses. He also has extensive experience in partnership taxation. Jim is responsible for overseeing daily fund accounting and operations, quarterly fund reporting, investor reporting, and overall client management. Jim is heavily involved in Winbridge’s ongoing focus on IT development including data integrity and security.
Jim received his BA in Accounting and Financial Management from Hiram College. Jim spent the first four years of his career at Pease & Associates as a Senior Accountant in their CFO Services group. There he focused on back office accounting and taxation for various industries. Along with his client responsibilities, Jim was instrumental in the firm’s software update implementation efforts and data migration as a member the firm’s Technology Committee.