Jim Budney, CFA

Jim Budney
Jim Budney

Chief Financial Officer

Jim is a highly accomplished finance professional with 20 years experience. In addition to being a CFA charter holder, he holds a dual MBA from NYU Stern School of Business and HEC Paris. Before joining Wholeview, he worked on finance teams of top investment banks (Citigroup, Merrill Lynch) and hedge funds (Point 72), executed complex M&A transactions in the healthcare space, and led 12 outpatient ambulatory surgery centers as their CFO. He specializes in Strategic Finance, Financial Planning and Analysis, and Budgeting/Forecasting.