Company: Urbach Law Group
p: (904) 541-1050
Atlantic Beach, FL 32233
View on a map
Send this advisor a private message (esopmarketplace.com email).
Add this advisor to your Process Map
James has served as a ERISA attorney in his early years, and for over 20 years served as an independent ESOP trustee. Serving as an independant fiduciary for ESOP Companies, James has worked with hundreds of companies and their former owners work through the ESOP Transition and transaction process.
University of San Francisco School of Law
Dept of Labor - Staff Investigator
James has extensive experience serving as an independent trustee and ESOP Fiduciary. James has served his clients acting as Independent Trustee in initial transactions and now only serves clients in an ongoing fiduciary capacity for ESOP companies ranging from 50 to over 1300 employee participants.
Views this year: 57