Jim Casselberry

Co-Founder & Chief Executive Officer at Known

Jim Casselberry's work experience includes various roles and positions in different companies and organizations. Jim is currently the CEO and Co-Founder of Known, a financial services platform focused on empowering communities of color. Prior to this, they served as a Founding Advisor at Known. Jim has also served as a Board Member at Arc Chicago, LLC, which is the appointed board of Benefit Chicago, a collaboration between The Chicago Community Trust, the John D, and Catherine T. MacArthur Foundation, and Calvert Foundation.

In addition, Jim has held positions as a Board Member at JULIAN GRACE FOUNDATION and Chairman of the Board at Los Angeles Cleantech Incubator (LACI). Jim also served as the Chief Investment Officer at 4S Bay Partners LLC and Senior Advisor at NexTier Companies, LLC. At NexTier Companies, they later became a Senior Managing Director. Jim has also worked as an Adjunct Professor at Valparaiso University.

Furthermore, Jim has held roles as a Senior Advisor at Campbell Newman Asset Management, Inc., a Milwaukee-based independent investment advisor. Jim has also served as a Senior Consulting Principal at NexGen Capital Partners, LLC, a holding company for several subsidiaries providing investment advice and advisory services. Lastly, Jim was the Managing Partner and Founder of Dearborn Park Group, where they provided strategic consulting services for investment and financial services firms.

Overall, Jim Casselberry has had extensive experience in the financial services industry, with a focus on investment management and strategic consulting.

Jim Casselberry received an MBA in Finance from The University of Chicago Booth School of Business from 1999 to 2001. Jim also obtained a Bachelor of Science in Economics from the University of Illinois Chicago between 1985 and 1986. Prior to that, they attended Texas Christian University from 1977 to 1979, although no degree or field of study is indicated.

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Timeline

  • Co-Founder & Chief Executive Officer

    Current role