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Jim Bertles

Investor

Co-Head of U.S. Wealth Planning at AlTi Wealth Management France

Middletown, New Jersey, United States

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Experience

  1. AlTi Tiedemann GlobalPrincipal & Managing Directorcurrent2008 — presentPalm Beach, Florida, United States
  2. Brown Brothers Harriman Trust CompanyPresident and COO2004 — 2008
  3. Brown Brothers HarrimanManaging Director1999 — 2004
  4. Gunster Yoakley & Stewart, PAPartner1994 — 1999
  5. Cadwalader, Wickersham & Taft LLPPartner1989 — 1994

Skills & more

New Business DevelopmentBusiness StrategyMarketingSalesAlternative Investments15Hedge Funds8Investment Management2Asset Allocation5Investment Advisory2Wealth Management12Securities2Private Equity7
+11 moreWealth Management ServicesAsset ManagmentEquitiesMutual FundsFixed IncomeInvestmentsPortfolio ManagementHigh Net Worth IndividualsFiduciary AdministrationEstate and Generational PlanningFiduciary Planning
  • ACTEC Fellow — The American College of Trust and Estate Counsel (ACTEC)
  • Wills, Trusts and Estate Law — The Florida Bar

From Jim's professional profile.

Colleagues at AlTi Wealth Management France

Adam Gentile
Managing Director at AlTi Wealth Management France
Alex Hokanson
Head of Infrastructure and Energy Transition at AlTi Wealth Management France
Ali Bouzarif
Board Member at AlTi Wealth Management France
Amanda Flynn
Head of U.S. Family Office Services at AlTi Wealth Management France
Amanda Lang
Managing Director at AlTi Wealth Management France
Andreas Wimmer
Board Member at AlTi Wealth Management France
Andrew Douglass
Head of Growth at AlTi Wealth Management France
Andrew Rodger
Senior Advisor at AlTi Wealth Management France

Frequently asked questions

Who is Jim Bertles?
Co-Head of U.S. Wealth Planning at AlTi Wealth Management France
Where does Jim Bertles work?
Jim Bertles is Co-Head of U.S. Wealth Planning at AlTi Wealth Management France.
Where did Jim Bertles go to school?
Jim Bertles studied at Amherst College (B.A., Double Major: Economics and Political Science); The Choate School; Fordham University School of Law (Doctor of Law (J.D.), Law).

Same school

Shared employers