Jim Bertram
Husband, Father, investor, midwesterner, southerner
Likes: The Chicago Bears, BBQ, Sports and Fitness, Movies
Dislikes: The Green Bay Packers, Soup, Social Media
Jim Bertram is an experienced investment professional with two decades of tenure in financial services. With a successful track record of raising capital within traditional investments as well as private investments, Jim has a proven ability to create custom investment opportunities and help others achieve financial success. Jim has a deep understanding of the wealth management industry, having worked closely with wealth advisors and gaining insights into the unique needs of successful families and business owners.
Jim leverages his expertise in financial markets to assist high net worth individuals, families, and business owners grow and preserve their wealth. With a passion for delivering exceptional client service and a commitment to creating personalized investment strategies, Jim is well-equipped to help clients achieve their financial goals.
Jim is a proud husband, father of three, and an active member of the community. Jim is passionate about coaching youth sports while inspiring and mentoring the next generation of leaders. Jim is working to make a lasting impact for his clients and his community.
Likes: The Chicago Bears, BBQ, Sports and Fitness, Movies
Dislikes: The Green Bay Packers, Soup, Social Media
Jim Bertram is an experienced investment professional with two decades of tenure in financial services. With a successful track record of raising capital within traditional investments as well as private investments, Jim has a proven ability to create custom investment opportunities and help others achieve financial success. Jim has a deep understanding of the wealth management industry, having worked closely with wealth advisors and gaining insights into the unique needs of successful families and business owners.
Jim leverages his expertise in financial markets to assist high net worth individuals, families, and business owners grow and preserve their wealth. With a passion for delivering exceptional client service and a commitment to creating personalized investment strategies, Jim is well-equipped to help clients achieve their financial goals.
Jim is a proud husband, father of three, and an active member of the community. Jim is passionate about coaching youth sports while inspiring and mentoring the next generation of leaders. Jim is working to make a lasting impact for his clients and his community.