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.
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- I believe a successful career with a company is defined less by the infrastructure in place to support the job and more by what drives the person that fills the role. Being intellectually curious is a core value we embody because learning is something we all want to do, not something we have to.
EDUCATION
- Master of Science in Finance, University of Michigan
- BS in Business, Louisiana State University
What Can Adamy Do For Your Business?
We are lifelong learners who serve clients by solving meaningful financial problems.
