Profiel
Mr. James A.
Betzig is a Partner & Chief Executive Officer at TrinityPoint Wealth LLC.
He advises on everything from investment management and financial planning to business retirement plan design and wealth transfer.
He has been a member of the Investment Management Consultants Association since 2001.
Before founding TrinityPoint Wealth, he spent six years as Partner and CEO at Beirne Wealth Consulting.
Prior to that, he served as a Vice President and Senior Wealth Financial Advisor at Merrill Lynch from 1994-2012.
He earned a Bachelor’s Degree in Economics and History from Trinity College.
He holds series 7, 63 and 65 securities licenses, as well as, CT Life and Health Insurance license; and his Certified Investment Management Analyst designation from the Wharton School of Business.
Actieve functies van Jim Betzig
| Bedrijven | Functie | Begin |
|---|---|---|
TrinityPoint Wealth LLC
 TrinityPoint Wealth LLC Investment ManagersFinance TrinityPoint Wealth LLC (TPW) is an independent registered wealth management and investment advisory firm headquartered in Milford, Connecticut. The firm is a subsidiary of TrinityPoint Wealth Holdings LLC, which is owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). TPW provides holistic and personalized financial planning and discretionary and nondiscretionary investment advisory services to individuals and families, individuals and families, business owners, retirement plans, or institutions. | Algemeen Directeur | - |
Eerdere bekende functies van Jim Betzig
| Bedrijven | Functie | Einde |
|---|---|---|
Beirne Wealth Consulting LLC
 Beirne Wealth Consulting LLC Investment ManagersFinance Beirne Wealth Consulting LLC (BWC) is privately-owned investment firm headquartered in Shelton, Connecticut with an additional office in Pennsylvania. The firm was founded by John-Oliver Beirne and James Betzig in 2012. BWC provides independent, fee-based wealth management services and innovative financial strategies for individuals, families, business owners and institutions. | Oprichter | 01-05-2018 |
Opleiding van Jim Betzig
| Trinity College (Connecticut) | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Beirne Wealth Consulting LLC
Beirne Wealth Consulting LLC Investment ManagersFinance Beirne Wealth Consulting LLC (BWC) is privately-owned investment firm headquartered in Shelton, Connecticut with an additional office in Pennsylvania. The firm was founded by John-Oliver Beirne and James Betzig in 2012. BWC provides independent, fee-based wealth management services and innovative financial strategies for individuals, families, business owners and institutions. | Finance |
TrinityPoint Wealth LLC
TrinityPoint Wealth LLC Investment ManagersFinance TrinityPoint Wealth LLC (TPW) is an independent registered wealth management and investment advisory firm headquartered in Milford, Connecticut. The firm is a subsidiary of TrinityPoint Wealth Holdings LLC, which is owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). TPW provides holistic and personalized financial planning and discretionary and nondiscretionary investment advisory services to individuals and families, individuals and families, business owners, retirement plans, or institutions. | Finance |
