Jim is an investment fund product specialist with Brown Advisory's fund administration team. Prior to joining the firm in 2020, he served as an associate manager at SS&C Technologies, where he provided administration and financial reporting services to private funds. Prior to that he was an assistant vice president at U.S. Bancorp Fund Services, where he specialized in fund administration, investor services and financial reporting. Jim started his career at Ernst & Young as an auditor.

Education

  • Montclair State University, BS

Certifications

  • CPA

Colleagues

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