727 480-0706 [email protected]

Prominent private and public sector entities, including more than 75 utilities, have turned to Jim for expert analysis of energy and environmental issues for more than four decades. Through early career experience as federal energy policymaker and subsequent work as a management consultant to investors and corporate entities, Jim saw how utilities could help themselves – and their local communities – by returning to borrowing from local and regional banks. Since 2009, he and his partners at CFSD have helped utility clients to close 17 transactions securing more than $1 billion in financing from Main Street banks.

Jim’s in-depth understanding of the energy sector helps him to identify utilities and other energy businesses which stand to gain the most from local and regional financing. CFSD clients appreciate and rely on his understanding of their local economies and operating circumstances, and his ability to educate participating banks on utility operations and implications for financing.

The foundations of Jim’s energy industry expertise come from his leadership roles in federal policymaking. He is a former director of energy policy at the U.S. Environmental Protection Agency and of coal and utility policy at the U.S Department of State. Jim also served as a senior member of President Carter’s White House energy staff.

His private sector experience spans more than 35 years as managing director and energy practice leader for three prominent consulting firms. This includes advisory work for financial institutions, coal companies, electric utilities, oil and gas companies, independent power companies and other Fortune 500 companies. Key areas of focus have included mergers and acquisitions; marketing, valuation and fuel procurement studies; compliance with environmental (including climate change) regulations; and contract litigation. He has also testified on energy matters before congress, state public utility commissions, arbitration panels, and federal and state courts.

Jim is a board member of Energy Conservation Works, The Jackson Hole Center for Global Affairs, and Silver Bullet Water Treatment Company; and trustee of the Alexander C. Speyer Foundation.


Princeton University, MPA – Economics and Public Policy
University of Michigan, B.S.E. – Industrial Engineering

CALL US: 727-480-0706