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Jim is a Principal in Wolf’s Audit group, and has over twenty years of experience in accounting, auditing, and managerial consulting related to the financial services industry. He’s also a member of the Firm’s Accounting and Auditing Committee, which oversees Wolf’s compliance with professional standards.

Jim focuses on financial statement audits for public and non-public banks, finance companies, investment management companies, trust operations, and employee benefit plans. He works extensively with SEC reporting issues for our publicly held banking clients, and also performs internal audit services and SOC1 examinations.

A former examiner for the National Credit Union Administration, Jim has extensive experience in the credit union industry.

Jim resides in Melrose, MA with his wife, Yui, who is also an accountant. 

Industry & Service Specialization