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Jim Bethea, CFA, CAIA

▸Chief Investment Officer ▸Strategic Operations ▸ Executive Management ▸ Board Member

Jim Bethea, CFA, CAIA, is a Chief Investment Officer and Senior Financial Executive with a track record of developing high-performing teams and implementing analytical solutions to solve complex problems.

With extensive experience in investment portfolios spanning various asset classes, including public and private equity, hedge funds, fixed income, and real estate, Jim excels at assessing and overseeing relationships with investment managers and conducting thorough due diligence.

Jim's achievements include creating and leading successful investment departments, optimizing processes for hiring and monitoring investment managers, and establishing internal reporting mechanisms to ensure transparency and accountability.

Active in various board positions and committees, such as the United Way Campaign Committee and advisory roles at prestigious organizations like the CAIA Asset Allocator, Jim is dedicated to contributing to his community and the field of finance.

His expertise ranges from financial and investment management to project management, team leadership, and strategic planning, making him a versatile and knowledgeable professional in the finance industry.

To connect with Jim Bethea directly, reach out to him on LinkedIn or via email at [email protected].

Jim Bethea, CFA, CAIA
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Location

Iowa City-Cedar Rapids Area