Jim Bertram is the Market Director for our Nashville offices and a highly respected investment professional with over two decades of experience in the financial services industry. Known for his strategic insight and results-driven approach, Jim has built a strong reputation for successfully raising capital across both traditional and private investments and for designing sophisticated, customized investment opportunities that help clients build lasting financial success.

Jim brings a deep, nuanced understanding of wealth management and works closely with high-net-worth individuals, families, and business owners to grow, protect, and preserve their wealth with confidence. His approach is both disciplined and personal—grounded in rigorous analysis, clear communication, and strategies tailored to each client’s long-term vision. Clients value Jim not only for his expertise, but for his unwavering commitment to service, transparency, and thoughtful guidance at every stage of their financial journey.

Currently accepting new clients, Jim is focused on building long-term relationships with those seeking a proactive, customized approach to wealth management and investment planning.

Outside of the office, Jim is a devoted husband, father of three, and an active member of the Nashville community. He is passionate about coaching youth sports and mentoring the next generation of leaders, reflecting the same dedication and leadership he brings to his professional work.