Jim Betzig, CIMA®
Partner and CEO at TrinityPoint Wealth- Claim this Profile
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Bio
John Repoza
Jim has been a trusted financial advisor for my wife and I for several years. He is forward thinking with a keen eye on all the market trends and we always know he has our best interest in mind. I would highly recommend Jim as a financial advisor. He brings a commonsense approach to your future financial planning.
John Repoza
Jim has been a trusted financial advisor for my wife and I for several years. He is forward thinking with a keen eye on all the market trends and we always know he has our best interest in mind. I would highly recommend Jim as a financial advisor. He brings a commonsense approach to your future financial planning.
John Repoza
Jim has been a trusted financial advisor for my wife and I for several years. He is forward thinking with a keen eye on all the market trends and we always know he has our best interest in mind. I would highly recommend Jim as a financial advisor. He brings a commonsense approach to your future financial planning.
John Repoza
Jim has been a trusted financial advisor for my wife and I for several years. He is forward thinking with a keen eye on all the market trends and we always know he has our best interest in mind. I would highly recommend Jim as a financial advisor. He brings a commonsense approach to your future financial planning.
Credentials
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Certified Investment Management Analyst (CIMA)
Certified Investment Management Analyst
Experience
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TrinityPoint Wealth
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United States
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Investment Management
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1 - 100 Employee
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Partner and CEO
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May 2018 - Present
As the Founder of TrinityPoint Wealth, Jim brings decades of wealth management experience to his role as Chief Executive Officer. His extraordinary leadership, mentorship and collaborative skills are a guiding force at the firm, elevating the client experience and motivating each team member to go above and beyond client expectations. Proactive, accessible and extremely responsive, Jim advises on everything from investment management and financial planning to business retirement plan design and wealth transfer. Show less
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Beirne Wealth Consulting Services, LLC (BWC)
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United States
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Financial Services
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1 - 100 Employee
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Partner & CEO
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Jan 2012 - May 2018
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Vice President
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Jan 1994 - Jan 2012
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Education
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1991 - 1994
Trinity College-Hartford
Bachelor of Arts (BA), Economics and History
Community
