Partner, Chief Financial & Operating Officer
Prior to Underscore, James was CFO of Maxwell Health and had oversight over all accounting, planning, treasury, human resources, and information technology functions. James also led efforts to secure both debt and equity financing for Maxwell Health and was instrumental in the sale of the business to Sun Life Financial.
Prior to Maxwell, James was the Chief Financial Officer at Evariant, where he led multiple rounds of debt and equity financing and was responsible for finance, accounting, planning, treasury, human resources, IT, office management, and compliance.
James’s previous experience also includes roles of increasing responsibility at public and private companies, including American Tower, Kaz, and Decision Resources Group.
James received his Master of Science degree in Finance from Brandeis University, and a Bachelor of Science degree from Boston College. James also holds the Chartered Financial Analyst designation from the CFA Institute.