Jim joined Lodestar as its corporate accountant in 2020. He oversees all accounting work for Lodestar’s investment portfolios; its management analysis; and he plays a lead role in the preparation of its reviewed financial statements, tax returns and investment and operational-related reports and schedules for Lodestar’s management team.
When Jim joined the Lodestar team, he brought over 30 years of experience in the field, including 15 years at MassMutual managing accounting and financial reporting teams and 10 years working as a C.P.A. providing tax, financial reporting and management advisory services.
Jim holds a Bachelor’s Degree in Accounting from Western New England University, where he was honored as first in his class in Accounting.