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Biography

Jim is a Principal in Wolf’s Assurance Group, where he focuses on financial statement audits for public and non-public banks, financial institutions, and investment management companies, as well as trust operations and employee benefit plans. He also works extensively with U.S. Securities and Exchange Commission (SEC) reporting issues and performs System and Organization Controls (SOC) examinations for a wide range of industries. Jim has over 20 years of experience in auditing. Also, as a former examiner for the National Credit Union Administration (NCUA), he has extensive experience in the credit union industry.

Jim lives in Melrose, Massachusetts with his wife, who’s also an accountant.

Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Massachusetts Society of Certified Public Accountants (MSCPA)
  • Wolf Accounting & Auditing Committee

Education

  • Bachelor of Science in Business Administration from Fitchburg State University