Jim has structured nearly a billion dollars in sophisticated fixed-income investments and other investments for institutional and private investors.
As CFO, Jim raises the investment capital for Petros PACE Finance and PetrosÕ other investment funds from institutional investors. He co-leads the firmÕs advisory services, advising private and public clients on alternative investment opportunities and the monetization of various tax credit and other financial incentives. Jim is also an investment committee member for PetrosÕ investment funds, focusing on the financing of growth-stage, lower middle-market companies.
Previously, Jim has worked as CFO and COO at Enhanced Capital, a diversified national asset management firm that provides investment capital to small businesses. Prior to Enhanced Capital, Jim worked at Reservoir Capital Group, a $7 billion New York-based private investment firm. Prior to Reservoir Capital Group, Jim held senior positions in the finance and operations departments of two Fortune 50 companies, Dell and Procter & Gamble.
Jim holds an undergraduate degree in engineering from the University of Texas at Austin and an MBA with a concentration in finance from SMU in Dallas.