Overview
Jim is the Vice President of Aprio’s Wealth Management Technology team. He is a strategic technology leader in wealth management, specializing in technology strategy, enterprise architecture, and risk management. Jim has a proven ability to align innovation with business priorities to drive efficiency, scalability, and client satisfaction. He is recognized for building strong collaboration between technical teams and advisors, delivering data-driven insights, and fostering operational excellence.
Experience
He leverages over two decades of experience in enterprise architecture, information security, and risk management to drive technological vision within the investment advisory space. Jim has deep experience overseeing IT and data analytics for different firms, implementing “Cloud First” transformation strategies and optimizing technology costs through simplifying and streamlining ecosystems.
His background as an Information Security Officer includes enhancing security postures through managed risk services and leading readiness efforts for SOC II certifications. Additionally, Jim directs advanced data strategies incorporating AI and machine learning while providing critical technical due diligence for merger and acquisition activities.
Education & Affiliations
Jim earned a Bachelor of Science in Management Systems degree from Milwaukee School of Engineering.