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MEMBER PROFILE

 

James Bertram

Baynes Investment Council

 

Member profile details

Membership level
Nashville Individual
First name
James
Last name
Bertram
Title
Wealth Advisor, CEPA
Company
Baynes Investment Council
XPX Chapter Email Lists
  • Atlanta News & Events
  • Chicago News & Events
  • Dallas News & Events
  • Nashville News & Events
  • Ohio News & Events
 

CONTACT INFORMATION

City
Franklin
State
Tennessee
 

PROFILE INFORMATION

Call me when
As an experienced investment advisor I help families with their investing and planning needs. As a CEPA I can help business owners manage their liquidity event and structure a sale in their best interest.
Why I/we support XPX
Collaborate with other professionals in the industry and grow my business
Profession
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Exit/Transition Planning
  • Investments
  • Private equity
  • Private placements
  • Retirement
  • Tax
Client Industry(ies)
  • Manufacturing
  • Non-profit
  • Real Estate/Construction
  • Travel/Recreation/Leisure
Professional Certification(s)
CEPA
Transition Planning Certification or Methodology
Value Enhancement
In Business Since
first liscensed in 2004
How to contact
phone
Business Focus
Planning and Investing for individuals, families, and business owners
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