You are here

Jim is a Principal in Wolf’s Audit Department, 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 the Firm’s compliance with professional standards. 

Jim focuses on financial statement audits for public and non-public banks, investment management companies, and trust operations. He works extensively with SEC reporting issues for our publicly held banking clients. Jim 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, who is also an accountant. He was recently married on August 19, 2017.

Industry & Service Specialization