James F. McCormick, CFA®

James F. McCormick, CFA®

Managing Director


Jim McCormick is Managing Director of Boenning & Scattergood’s Investment Banking Group.

For over 20 years, Jim has worked extensively with both public and private companies on numerous transactions, including sell-side and buy-side mergers and acquisitions, public offerings, private placements of debt and equity, strategic alternatives analyses, and fairness opinions. Jim’s transaction advisory experience spans a wide variety of industries, including manufacturing, business services, transportation and distribution, banking and financial services, healthcare, consumer products, food and beverage, restaurants and retail, apparel, building products, and entertainment.

Previously, Jim worked in the investment banking advisory groups of Griffin Financial, Berwind Financial, and Brown Brothers Harriman. In addition, Jim served as Commercial Loan Officer for a regional bank as well as Vice President of Finance for a technology and software company backed by venture and private equity investors.

Jim earned a Bachelor of Science degree in Finance and International Business from the Pennsylvania State University. He is a member of Boenning & Scattergood’s Fairness Opinion Committee.

Jim is a CFA® charterholder and holds the FINRA Series 7, 24, 63, and 79 licenses.