James H. Miller III


James is a versatile leader with broad range of executive roles including strategy development and implementation, business planning, financial analysis and acquisition due diligence. He has experience in financial services, start-up companies and medical devices. James is also a collaborative problem solver, has strong mentoring leadership style, is skilled at communicating complex information to diverse audiences.


Areas of Expertise:

  • Finance (30 years of experience)
    • CPA, advisor to privately owned companies of various sizes from start up to 5th generation ownership.
  • Family Transition Planning (20 years of experience)
    • Ran single family office, transitioning assets and businesses from G1 to G2 and G3.
  • Leadership/Management Development (20 years of experience)
    • Advisory board member--for-profit private companies.

Industry Experience: 

  • Banking/Financial Servies (30 years of experience)
    • Family Office
  • Service (30 years of experience)
    • International CPA Firm
  • Consulting (20 years of experience)
    • Financial and Estate Planning

Contact Information:

James H. Miller III
(513) 252-8555