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James joined Adamy Valuation in 2020. As an 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.
James joined Adamy with a decade of experience in both insurance and commercial banking. Prior to joining Adamy, James most recently worked as a Senior Commercial Credit Analyst and Portfolio Manager at a Michigan-based community bank. In this role, he was responsible for assessing credit risk by analyzing financial performance and condition, financial projections, and key risks of the businesses he worked with. Through this position, James has been exposed to a large range in sizes of businesses across various industries.
James received his undergrade degree in business from Louisiana State University and his master’s degree in finance from the University of Michigan.