Jim Bertles

Jim is a managing director and senior relationship manager. Jim works with clients and their advisors to help develop trust, tax and estate planning solutions, and co-leads the Firm’s business development strategy team. He is also a member of the Executive Committee for the U.S. Wealth Management business. Jim has over 40 years of experience in the legal and financial services fields.

Prior to the transaction that created AlTi, Jim worked at Tiedemann Advisors for 14 years. Earlier in his career, Jim was President and Chief Operating Officer of Brown Brothers Harriman Trust Company responsible for all trust, fiduciary and tax activities in the United States, and practiced law for 20 years in CT, NY and FL with the firms of Cummings & Lockwood (Associate), Cadwalader, Wickersham & Taft (Partner and member of the Firm’s Management Committee), and Gunster Yoakley (Partner).

Jim is a Fellow of the American College of Trust and Estate Counsel and is board-certified by the Florida Bar in Wills, Trusts and Estates. He is actively involved in the Palm Beach community, most recently having served in several senior positions at Bethesda-By-The-Sea Episcopal Church.

Jim holds a Juris Doctor degree from Fordham University School of Law and a Bachelor of Arts degree in economics and political science from Amherst College.