Jim is the founder of Catalyst Wealth Advisors and has over 30 years of experience as a financial advisor and practicing CPA. With his qualifications in both of these areas, Catalyst Wealth Advisors is able to offer clients an integrated approach to planning and managing their financial lives. Personal service is elemental to Jim’s philosophy of working closely with a select group of individuals and business owners to establish and maintain effective wealth management strategies.
Jim attended Northeastern University as both an undergraduate and graduate student where he earned a Masters in Accounting and a Masters in Business Administration. He subsequently earned a Masters in Taxation from Bentley University and then returned to Northeastern part time to teach business taxation at the graduate level. Jim is currently a member of the Massachusetts Society of CPA’s.
As a financial advisor, Jim has obtained the Series 7, 24 and 66 registrations (held by LPL Financial) which together allow him to trade securities such as stocks, mutual funds, options, municipal securities and variable contracts. He is a registered securities agent and investment advisor representative and also holds licenses for life, health, variable, accident and long-term care insurance.
Jim started his business career at the international tax and accounting firm of Ernst & Young. While there, in his role as Tax Principal, Jim provided tax planning and compliance services for his clients, which included representing clients who were undergoing Federal and state tax examinations. In addition, he provided guidance for pursuing optimum tax results during business purchase and sales transactions as well as corporate reorganizations.
He subsequently established his own accounting firm and over time developed the infrastructure, staff and professional connections that would allow his firm to function as a “family office” for a small number of selected clients. He also continues to advise longstanding clients on all aspects of the business lifecycle, from capitalization to operations and growth as well as acquisitions and divestitures.