Jim provides investment banking and mergers and acquisitions support through the partnership between Corporate Finance Associates (Mid-West and Mid-South divisions) where he is Chairman/CEO and Silver Oak Securities, Inc., our broker dealer and Registered Investment Advisor. Corporate Finance Associates (CFA), is one of North America’s oldest and most prominent investment banking firms serving middle-market companies. He joined his father Morley at CFA in 1990 and assumed management of day-to-day operations in 1994. The office has been named CFA’s “Office of the Year” seven times in 20 years. Jim won CFA’s “Dealmaker of the Year” award for 2003.
Jim also serves as CFAW’s representative to the International Business Law Consortium. He is a member of the Denver Chapter of the Association for Corporate Growth.
Jim is a registered representative with Silver Oak Securities, Inc.
Securities offered through Silver Oak Securities, Inc. Member FINRA SIPC