Jim is a Partner at Stone Key and focuses on providing strategic and capital markets advice to the firm’s Commericial Technology clients in the Data, Transaction Processing, Information Technology and Business Services sectors. He has over 24 years of experience in the Technology services arena. Prior to joining Stone Key, Jim was a Managing Director and Head of the Data, Processing and IT Services Research team at Credit Suisse. Previously, he led the Computer Services research teams at Bank of America-Merrill Lynch, Bear Stearns and Salomon Brothers. Jim has been ranked by Institutional Investor magazine on more than 20 separate occasions over his career. He has also been recognized by Greenwich Associates, Bloomberg Markets, Reuters and TheStreet.com for the quality of his research and/or the performance of his stock recommendations. Over the course of Jim’s research career, he has covered a wide range of companies in the Technology Services sectors, including businesses in Payment, Payroll and Mutual Fund Processing, Billing Services, Transaction Processing, Government and Commercial IT and Business Process Outsourcing and Information Database Services. Jim received an M.B.A. from New York University’s Leonard N. Stern School of Business in 1994 and a B.S. from State University of New York at Albany in 1988.
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