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Stephen James
Independent Trustee
Stephen C. James is the Founder and an Independent Trustee for the SCJ Fiduciary Services Team. He founded the company in Louisville, KY in 2008. Steve spent many years practicing in public accounting for , and afterwards served as a Controller, Chief Financial Officer (CFO), and Chief Operation Officer (COO) for several companies.
Amongst his accomplishments during his almost 36-year tenure as a finance professional, Steve introduced Employee Ownership to Mortenson Family Dental (now Mortenson Dental Partners), one of the first Dental Practice ESOPs in America. In 2019, he left Mortenson to focus 100% of his time towards his passion for Employee Ownership.
Steve has overseen hundreds of ESOP formations and transactions and now serves as trustee for Employee-Owned Companies across America. Steve graduated from the University of Louisville with a degree in accounting and became a Certified Public Accountant in 1988.