Jim spent over a decade at Amherst Pierpont, serving as a managing director of asset-backed banking. At Amherst, he focused on the origination and structuring of asset-backed securities for specialty finance and specialty real estate companies. Earlier in his career, Jim worked for BMO Capital Markets where he originated and structured transactions involving assets in commercial real estate loans and properties, among other esoteric asset types. Prior to BMO, he was a member of the asset-backed and mortgage-backed securities group at Deloitte.

Jim received his MBS in economics and entrepreneurial science for the University of Chicago Booth School of Business and his BSc in finance and history from the University of Notre Dame.