![Jim Betzig](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. James A. Betzig was previously employed as a Partner & Chief Executive Officer by TrinityPoint Wealth LLC and a Partner & Chief Operating Officer by Beirne Wealth Consulting LLC.
He received his undergraduate degree from Trinity College (Connecticut).
Former positions of Jim Betzig
| Companies | Position | End |
|---|---|---|
TrinityPoint Wealth LLC
 TrinityPoint Wealth LLC Investment ManagersFinance TPW seeks to employ investment strategies that are consistent with clients’ financial goals. The firm primarily employs fundamental analysis methods in developing investment strategies for its clients. Their investment personnel select assets and products from across many asset classes. Client assets are invested in global and domestic equities, taxable and non-taxable fixed income, mutual funds and exchange traded funds (ETFs). External Managers often manage portions of clients’ investment portfolios. | Chief Executive Officer | 28/01/2025 |
Beirne Wealth Consulting LLC
 Beirne Wealth Consulting LLC Investment ManagersFinance BWC creates a personalized investment strategy that takes into account the client’s return requirements, risk tolerance, time horizon, tax situation and liquidity needs. The firm employs a disciplined investment process and focuses on where they believe the market is headed rather than a reliance on past performance. | Founder | 01/05/2018 |
Training of Jim Betzig
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
66
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Trinity College (Connecticut)
 Trinity College (Connecticut) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Beirne Wealth Consulting LLC
Beirne Wealth Consulting LLC Investment ManagersFinance BWC creates a personalized investment strategy that takes into account the client’s return requirements, risk tolerance, time horizon, tax situation and liquidity needs. The firm employs a disciplined investment process and focuses on where they believe the market is headed rather than a reliance on past performance. | Finance |
TrinityPoint Wealth LLC
TrinityPoint Wealth LLC Investment ManagersFinance TPW seeks to employ investment strategies that are consistent with clients’ financial goals. The firm primarily employs fundamental analysis methods in developing investment strategies for its clients. Their investment personnel select assets and products from across many asset classes. Client assets are invested in global and domestic equities, taxable and non-taxable fixed income, mutual funds and exchange traded funds (ETFs). External Managers often manage portions of clients’ investment portfolios. | Finance |
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