Advisors > ESOP Trustees

Stephen James

Name: Stephen James
Company: SJC Fiduciary Services
Title: Trustee
Email: Stephen@sjcesop.com

p: 217-577-5447
f:
4102 Ballard Woods Dr
Smithfield, KY 40068
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Steve James is the Founder and Independent Trustee of the SCJ Fiduciary Team. He founded the company in Louisville, KY in 2008. Steve spent many years practicing in public accounting for CPA firms, and afterwards served as a Controller, Chief Financial Officer (CFO), and Chief Operation Officer (COO) for several companies. During his almost 20-year tenure as a finance professional at Mortenson, Steve introduced ESOP to Mortenson Family Dental, one of the first Dental Practice ESOPs in America. In 2019, he resigned his CFO position to focus 100% of his time towards his passion for Employee Ownership.

Education

Steve graduated from the University of Louisville with a degree in accounting, and became a Certified Public Accountant in 1988.


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