Profile
James R.
Baio held several positions throughout his career.
He worked as an Independent Director at Virtus Investment Partners, Inc. from 2009 to 2020.
Prior to that, he was the Chief Financial Officer & Treasurer at Franklin Resources, Inc. from 1989 to 2006.
He also worked as a Senior Manager-Audit & Tax at Ernst & Young LLP (Missouri) from 1977 to 1989.
In addition, he served as the Chief Financial Officer & Executive Vice President at Bluestem Group, Inc. in 2007.
Baio's education includes an undergraduate degree from Florida Atlantic University.
Former positions of James R. Baio
| Companies | Position | End |
|---|---|---|
| VIRTUS INVESTMENT PARTNERS, INC. | Director/Board Member | 2020-02-20 |
| BLUM GROU | Director of Finance/CFO | 2006-12-31 |
| FRANKLIN RESOURCES, INC. | Director of Finance/CFO | 2006-10-19 |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Comptroller/Controller/Auditor | 1988-12-31 |
Mortgage Investments LLC
 Mortgage Investments LLC Financial ConglomeratesFinance Mortgage Investments LLC provides commercial real estate financing services. It provides permanent, construction, mezzanine, interim, and bridge loans. The company offers real estate lending, mortgage banking, servicing, investments, and funds management services. The company is headquartered in Horsham, PA. | Director of Finance/CFO | - |
Training of James R. Baio
| Florida Atlantic University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 3 |
|---|---|
| FRANKLIN RESOURCES, INC. | Finance |
| BLUM GROU | Retail Trade |
| VIRTUS INVESTMENT PARTNERS, INC. | Finance |
| Private companies | 2 |
|---|---|
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
Mortgage Investments LLC
Mortgage Investments LLC Financial ConglomeratesFinance Mortgage Investments LLC provides commercial real estate financing services. It provides permanent, construction, mezzanine, interim, and bridge loans. The company offers real estate lending, mortgage banking, servicing, investments, and funds management services. The company is headquartered in Horsham, PA. | Finance |
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