Advisors > ESOP Trustees > ESOP Independent Fiduciary

Stephen James

Name: Stephen James
Company: SCJ Fiduciary Services
Title: Trustee

p: 502-905-5338
4102 Ballard Woods Dr
Smithfield, KY 40068
View on a map
Message this advisor
Send this advisor a private message ( email).

Add this advisor
Add this advisor to your Process Map

We currently have no blog posts for Stephen James.

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.


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


We have not uploaded any case studies yet. Please check back soon.
We have not uploaded any articles yet. Please check back soon.
There are currently no ratings.
Views this week: 14
Views this year: 1,795
Views: 2,925