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Experience

James joined Adamy Valuation in 2020. As a Senior Analyst, his primary responsibilities include providing clients with valuation and financial advisory services in connection with employee stock ownership plans, mergers and acquisitions, management succession planning, corporate strategic planning, and other financial transactions.

Professional Memberships

• American Institute of Certified Public Accountants (AICPA)

Outside of Work

In addition to being a senior analyst, James enjoys fitness, reading, and the outdoors. Growing up in Northern Michigan, he has taken full advantage of our beautiful state from summer adventures along Lake Michigan to exploring snow-covered trails in the backcountry. When not being active, James can be found reading financial articles and stock market books to feed his passion for investing. Trading is fun but as Benjamin Graham once said, “You must never delude yourself into thinking that you’re investing when you’re speculating.”

Core Value

James believes a successful career is driven more by one’s passion and willingness to learn than by the structures that support the role. That’s why having a Growth Mindset is his favorite core value: it transforms learning from an obligation into a personal pursuit. When we consistently seek new insights, adapt to challenges, and remain open to feedback, we fuel both our personal and professional growth. It keeps him motivated, curious, and excited to push beyond his comfort zone—ultimately shaping a more fulfilling and dynamic career.