Primary Job Title President and CEO Primary Organization 
WealthHub Solutions
Location Greater Philadelphia Area, Pennsylvania, United States Regions Great Lakes, Northeastern US Gender Male
LinkedIn View on LinkedIn
Jim’s 30 years of experience as an innovator, analyst and executive in financial technology provides a uniquely suited background to lead WealthHub. His experience includes seven years helping to start and manage SNL Financial (sold to McGraw Hill for $2.2 billion) ; starting the first Wall Street practice to focus on FinTech as an equity analyst
with Credit Suisse First Boston; and co-founding Marks Baughan & Co, a leader among investment banks specializing in financial and legal technology. He also served as President of Belzberg Technologies and WineAccess. Jim brings extensive relationships among FinTech to WealthHub, providing insights on what works specifically in this market from experience in dozens of successful companies from early stage to IPO to ultimate sale. He is a frequent speaker at financial technology events and has been extensively published. He was named one of the 25 Most Influential Personalities in Financial Services by Future Banker and Mortgage Technologist of the Year by Mortgage Technology magazine.
