Jim Betzig

Jim Betzig

Director Ejecutivo en TrinityPoint Wealth LLC .

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Perfil

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.

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Fundador 01/05/2018
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Formación de Jim Betzig.

Trinity College (Connecticut) Undergraduate Degree

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