In 1998, Jim co-founded Financial Technology Ventures, now FTV Capital. The firm was created from the idea that the deep and broad network he and his partner built with world's most influential financial services companies—including Banking, Insurance, Securities, Asset Management, and Payments—could make the difference for entrepreneurs with innovative technology-based offerings that serve these important sectors.As Senior Partner, he managed the firm’s growth from inception to over $1B… Show more In 1998, Jim co-founded Financial Technology Ventures, now FTV Capital. The firm was created from the idea that the deep and broad network he and his partner built with world's most influential financial services companies—including Banking, Insurance, Securities, Asset Management, and Payments—could make the difference for entrepreneurs with innovative technology-based offerings that serve these important sectors.As Senior Partner, he managed the firm’s growth from inception to over $1B invested in 80 companies across 4 funds, 2 US offices, and an expansive Global Partner Network. Show less

In 2011, Jim co-founded CS Advisors to offer strategic advice and practical solutions to high growth, technology enabled businesses and top consultancies.

Senior Managing Partner and Head of the Financial Services Group, a practice that he started. The nationally prominent team advised major banks, insurance companies and others in the financial services industry on mergers and equity capital markets transactions, including numerous IPOs.Co-founded the Montgomery Financial Fund (1982-4), an opportunistic bank investment fund which sought to capitalize on the deregulation of the banking industry.