James W. Forrest

Financial Advisor

After serving as a financial consultant for a number of Stonebridge investments, Jim joined Stonebridge in a full-time capacity in 2016. Jim’s role as a Stonebridge Financial Advisor involves an on-site presence at Stonebridge portfolio companies, partnering with the finance team on establishing metrics, evaluating internal controls, integrating acquisitions, and other special projects. Prior to Stonebridge, Jim spent the last 11 years as an interim and part-time CFO to various distribution and manufacturing companies, including Duro-Last Roofing, Inc. and Handy & Harman Electronic Materials Corp. Jim’s full-time experience spans over 25 years in several senior financial roles, including CFO of a $145 million privately held electrical distributor and Director of Finance of a $95 million division of Avery Dennison. Jim received a BS in Accounting from University of Southern New Hampshire, a MBA from Babson College, a MS in Taxation from Bentley University and is a Certified Public Accountant.

 


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