James Kipp Email & Phone Number
Chief Financial Officer, Principal @ Modera Wealth Management
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James Kipp Location
- Boston, MA, US
James Kipp Work
- Chief Financial Officer, Principal @ (January 2026 - Present)
- Director of Finance @ (October 2024 - December 2025)
- CFO Wealth Management @ (July 2016 - June 2023)
- VP CCAR Consumer Banking @ (April 2013 - June 2016)
- CFO, Business Banking @ (April 2005 - March 2013)
- Senior Financial Analyst @ (February 2000 - April 2005)
- Financial Reporting Manager @ (November 1996 - January 2000)
- Principal @ Shaw, Kipp & Company (May 1995 - November 1996)
- Audit Manager @ (August 1986 - April 1995)
James Kipp Education
- Bentley University - McCallum Graduate School of Business
Master's degree (Finance, General)
2002-2005 - University of Vermont
Bachelor's degree (Accounting)
1982-1986
James Kipp Skills
- 10Q
- Account Management
- Accounting
- Accounting Standards
- Auditing
- Banking
- Budgeting
- Business Development
- Business Strategy
- Client Relations
- Coaching
- Corporate Finance
- Finance
- Financial Accounting
- Financial Analysis
- Financial Modeling
- Financial Reporting
- Financial Statements
- Generally Accepted Accounting Principles (GAAP)
- International Financial Reporting Standards (IFRS)
- Key Client Relationships
- Leadership
- Marketing
- Mergers & Acquisitions (M&A)
- Negotiation
- P & L Oversight
- P&L Management
- Planning Budgeting & Forecasting
- Presentations
- Pricing Strategy
- Recruiting
- Regulatory Requirements
- Sales
- Statistical Data Analysis
- Strategic Planning
- Team Building
- Team Leadership
- Teamwork
- Wealth Management Services
James Kipp Summary
- James Kipp, based in Boston, MA, US, is currently a Chief Financial Officer, Principal at Modera Wealth Management. James Kipp brings experience from previous roles at Modera Wealth Management and Citizens. James Kipp holds a 2002 - 2005 Master's degree in Finance, General @ Bentley University - McCallum Graduate School of Business. With a robust skill set that includes 10Q, Account Management, Accounting, Accounting Standards, Auditing and more. James Kipp has 2 emails on RocketReach.
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Regan Fad
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Joe McCuine
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Kirsten Ly
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Rakhee Gor
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