Jim Bertles

Jim Bertles began their work experience in 1989 as a Partner at Cadwalader, Wickersham & Taft LLP. Jim then moved on to become a Partner at Gunster Yoakley & Stewart, PA in 1994. In 1999, they became a Managing Director at Brown Brothers Harriman, and later served as President and COO at Brown Brothers Harriman Trust Company from 2004 to 2008. Currently, Bertles holds the role of Principal & Managing Director at AlTi Tiedemann Global, where they are responsible for developing tax and estate planning solutions, marketing the firm's services, and overseeing relations with attorneys.

Jim Bertles attended Amherst College from 1973 to 1977 where they earned a Bachelor's degree (B.A.) with a double major in Economics and Political Science. Prior to that, they attended The Choate School from 1969 to 1973, although no degree or field of study is specified for this period.

After completing their undergraduate studies, Jim Bertles pursued a Doctor of Law (J.D.) degree from Fordham University School of Law from 1978 to 1981, specializing in Law.

In terms of additional certifications, Jim Bertles obtained a certification in Wills, Trusts and Estate Law from The Florida Bar in June 1992. Jim is also an ACTEC Fellow, a recognition bestowed by The American College of Trust and Estate Counsel (ACTEC), although the specific dates of attaining this title are not provided.