The Architecture of
Financial Integrity.
Marshall Strategies was founded on a singular premise: that high-growth capital environments require more than just accounting—they require financial engineering led by practitioners with institutional pedigree.
To provide the regulatory scaffolding and strategic financial leadership necessary for fund managers and developers to scale with absolute compliance and operational clarity.
Headquartered in New York, we serve as the outsourced CFO and compliance arm for over $700M in managed capital across real estate and tech verticals.
Practitioners, not merely advisors.
Years Combined Experience
Financial engineers who have navigated multi-billion dollar funds through complex SEC regulatory environments. We architect capital security with institutional precision.
CPAs
Senior-level accrual specialists focused on GAAP-compliant integrity for complex entity structures.
CFAs
Architects of capital modeling, valuation logic, and institutional waterfall distributions.
Legal Counsel
Regulatory gatekeepers ensuring every SPV and capital raise aligns with SEC Reg D mandates.
Senior Bookkeepers
The operational engine – meticulous execution of day-to-day accounting with institutional rigor.
Only the top 1% of financial engineers meet our debossed standard.
The Architects of Fiscal Authority.
James Marshall
Founder, CEO & CFO Partner
James Marshall is Founder, CEO, and CFO Partner of Marshall Strategies, providing executive leadership across accounting, capital structuring, and institutional readiness. With over 15 years of experience in public and private accounting and SEC-regulated environments, he leads CPA-grade financial governance and investor-ready reporting that supports senior debt, private credit, and equity transactions.
Chapman Walsh Jr.
Chief Investment OfficerChapman Walsh Jr. serves as Chief Investment Officer, overseeing investment strategy, capital structuring, and GAAP-compliant treasury systems across the firm’s multi-entity client portfolio. He leads CFA-level analytical teams supporting private credit and SPV structures while aligning capital deployment, operations, and investor expectations.
Jeremy C. Mason, Esq., J.D.
Legal AdvisorJeremy C. Mason, Esq., J.D. is a legal advisor specializing in private placement exemptions and securities compliance, ensuring fund and SPV structures meet SEC and state regulatory requirements. He advises on Regulation D offerings, exemption strategy, and compliance alignment, supporting capital formation while managing regulatory risk.
Aaren Tai, CPA
Senior Director, CPA Attestation & Fractional CFO ServicesAaren Tai, CPA is Senior Director of CPA Attestation and Fractional CFO Services overseeing CPA-level attestations, lender-reliance reporting, and investor-grade financial presentations for growth-stage and complex enterprises. She bridges the gap between bookkeeping and institutional readiness by strengthening close processes, normalizing financial statements, and implementing controls that translate operating performance into underwriting-ready financials. Her work supports clients in accessing senior debt and equity capital while meeting the expectations of banks, private credit, and institutional investors.
Precision Alliances.
Institutional Reach.
SEC Defense Counsel
Tier-1 regulatory litigation specialists with former commission experience.
Tax Strategists
Cross-border optimization and complex structural advisory for high-yield vehicles.
Fund Custodians
Secured institutional-grade vaulting and real-time settlement reporting.
M&A Brokers
Discreet buy-side and sell-side mandates for mid-market acquisitions.
Audit Firms
Rigorous compliance and transparency reporting for institutional stakeholders.
Reg-Tech Providers
Next-generation automated KYB/KYC and jurisdictional monitoring solutions.
We integrate seamlessly with existing advisory teams or deploy our preferred specialists.
Ready to architect your
financial infrastructure?
Schedule a confidential consultation with our team. We'll assess your compliance landscape and outline a path to institutional-grade financial operations.