Cima® Jim Betzig

Jim Betzig is a Partner and CEO at TrinityPoint Wealth, where they have been since 2018. Jim has extensive wealth management experience and is known for their leadership, mentorship, and collaboration skills. Prior to TrinityPoint Wealth, Jim served as a Partner and CEO at Beirne Wealth Consulting Services, LLC from 2012 to 2018. Jim started their career at Merrill Lynch in 1994 and held the position of Vice President until 2012.

Jim Betzig, CIMA®, obtained a Bachelor of Arts (BA) degree in Economics and History from Trinity College-Hartford from 1991 to 1994. Jim also holds a certification in Certified Investment Management Analyst (CIMA) from the Certified Investment Management Analyst institution. The specific month and year of when they obtained the CIMA certification is not provided.