Jim Bertles
InvestorCo-Head of U.S. Wealth Planning at AlTi Wealth Management France
Middletown, New Jersey, United States
Find your path to Jim
361 people in our graph share verified history with Jim — schools, employers, funds. One of them is your warm intro.
Will ReedunlockedJim: together at Amherst College
×10Jim: together at Amherst College
Jim: together at Fordham University School of Law
Experience
- AlTi Tiedemann GlobalPrincipal & Managing Directorcurrent2008 — presentPalm Beach, Florida, United States
- Brown Brothers Harriman Trust CompanyPresident and COO2004 — 2008
- Brown Brothers HarrimanManaging Director1999 — 2004
- Gunster Yoakley & Stewart, PAPartner1994 — 1999
- Cadwalader, Wickersham & Taft LLPPartner1989 — 1994
Skills & more
New Business DevelopmentBusiness StrategyMarketingSalesAlternative Investments15Hedge Funds8Investment Management2Asset Allocation5Investment Advisory2Wealth Management12Securities2Private Equity7
+11 more
Wealth 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
Also attended Amherst College160
Will ReedInvestor at Spark CapitalPascual Cortes-MonroyPrincipal at NorthzoneYoni RechtmanPartner at Slow VenturesPaul GoodrichCo-Founder at Madrona Venture GroupConor DeveneyPrincipal at GreycroftPaul LevineOperating Partner at Sapphire Ventures
+ 154 more
Also attended Fordham University School of Law52
Michelle FernandesInvestor at Index VenturesBruce TaraginManaging Director at Blumberg CapitalJohn HornbostelCounsel at Medical Excellence CapitalMario KranjacSenior Advisory Board at IronGate Capital AdvisorsDavid GoldbergBoard Partner at Alpaca VCJosh RiezmanChief Legal & Strategy Officer at GSR
+ 46 more
Shared employers
Also worked at Brown Brothers Harriman Trust Company58
Jay HassGeneral Partner & CFO at AlleyCorpSercan OzcanPartner, Finance & Operations at AlleyCorpDan StolarVenture Advisor at Alpha PartnersScott NissenbaumPresident & CEO at Ben Franklin Technology PartnersMichael NekusChief Financial Officer at Eos Venture Partners LimitedChris SaxmanDigital health entrepreneur, startup mentor, skier, fly fisherman, Steelers fanatic, Co-head of Health 2.0 Denver/Boulder Chapter
+ 52 more
Also worked at Cadwalader, Wickersham & Taft LLP17
Ken PierceGlobal Co-Head of Insurance Solutions at Fortress Investment GroupMatthew WalkerManaging Director at S2G InvestmentsChris MirickInvestor at IBXCasper KonnerupInvestment Manager at DICOKatie VorhisDeputy General Counsel at Segue Sustainable InfrastructureSharad SamyGeneral Counsel at Common Fund
+ 11 more