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James E. Schmidt, CPA, CGMA

Member of the Firm 
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312-205-3208

Responsibilities
James is responsible for managing most aspects of the firm’s audit and accounting practice, including the review of the workpapers and the issued financial statements and disclosures. He is also the member in charge of the firm’s regulated investment practice, which includes auditing, compliance and consulting services for hedge funds, registered mutual funds, futures commission merchants, broker/dealers and registered investment advisors.

Experience
James has more than 20 years of experience in public accounting. Prior to joining the firm, he was employed with Clifton Gunderson LLP and worked in the areas of financial statement auditing, internal auditing, Single/Yellow Book auditing, risk assessment and Sarbanes-Oxley 404 compliance. Prior entering the public accounting profession, he had extensive experience in the accounting department of a Fortune 500 manufacturing company restructuring and streamlining the accounting processes and documentation.

Education and Professional Activities

  • Member of the American Institute of Certified Public Accountants
  • Member of the Illinois CPA Society
  • Bachelor of Science, Bob Jones University
  • Chartered Global Management Accountant