Jim has been Chief Financial Officer of Needham Asset Management since 2011, and was its Controller from 2006 through 2010. Before Needham, Jim was the Chief Accounting Officer for Olayan America, the U.S.-based investment arm of an ultra-high-net-worth family office. From 2000 – 2004, he was Chief Financial Officer for Rhone Group LLC, a multi-billion dollar private equity fund and broker-dealer with a European focus. From 1990 – 2000, he was Controller of Rosecliff, Inc., a U.S.-based private equity fund. Jim started his career as an auditor for KPMG LLP.

Jim earned a Bachelor of Science in Accountancy from Villanova University and his Masters in Business Administration from New York University.

Jim serves as an officer, on a volunteer basis, of Bethpage Toastmasters, a non-profit organization dedicated to developing public speaking and leadership skills.