Jim B. Bertles

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Profil

Mr. Jim B.
Bertles was President and Chief Operating Officer of Brown Brothers Harriman Trust Co., and was responsible for all trust, fiduciary and tax activities of the firm in the U.S.
From 1999 until 2004, he was a Managing Director of Brown Brothers Harriman & Co. and was responsible for the firm investment and fiduciary activities in Florida.
Before Brown Brothers Harriman, he spent nearly 20 years practicing law in Connecticut, New York and Florida at the law firms of Cummings & Lockwood, Cadwalader, Wickersham & Taft and Gunster, Yoakley & Stewart .
Mr. Bertles is a Fellow of the American College of Trust and Estate Counsel, is Board-Certified by the Florida Bar in Wills, Trusts and Estate Law, and has served on numerous State and County Bar Committees.
He is also very actively involved in charitable and civic activities, either now serving or having recently served as a member of the Vestry, Senior Warden and Chancellor of Bethesda-By-The-Sea Episcopal Church; Chairman of the Executive Committee of Professional Advisors of the Community Foundation for Palm Beach and Martin Counties; Chairman of the Town of Palm Beach’s Zoning Commission; a Director of the Palm Beach Civic Association, the Palm Beach Community Chest/United Way, and Palm Beach Crime Watch; a member of the Executive Committee of the Trust and Investment Division of the New York Bankers Association; a member of the Executive Committee of Trust Management Association, Inc.; and a Director and Chairman of the Planned Giving Committee of the Norton Museum.
Mr. Bertles attended The Choate School and received a BA degree in Economics and Political Science from Amherst College and a JD degree from Fordham University Law School.

Anciens postes connus de Jim B. Bertles

Sociétés	Poste	Fin
Brown Brothers Harriman & Co. (Investment Management) Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.	Gestionnaire de Portefeuille-Actions	30/04/2008
Gunster, Yoakley & Stewart PA Gunster, Yoakley & Stewart PA Miscellaneous Commercial ServicesCommercial Services Gunster, Yoakley & Stewart PA provides legal services. Its services include business litigation, appellate, corporate, immigration, real estate, and tax law. The company was founded by John Kenneth Williamson in 1925 and is headquartered in Fort Lauderdale, FL.	Corporate Officer/Principal	-
Cadwalader, Wickersham & Taft LLP Cadwalader, Wickersham & Taft LLP Miscellaneous Commercial ServicesCommercial Services Cadwalader, Wickersham & Taft LLP provides legal services to financial institutions and corporations, government entities, charitable and health care organizations and individual private clients. It was founded in 1792 and is headquartered in New York, NY.	Corporate Officer/Principal	-
Cummings & Lockwood Cummings & Lockwood Miscellaneous Commercial ServicesCommercial Services Cummings & Lockwood provides legal services to its clients. Its areas of practice include creditor's rights, criminal defense, health law, wealth management and estate planning, labor and employment law, and tax. The company was founded by by Homer Cummings and Charles Lockwood in 1909 and is headquartered in Stamford, CT.	Corporate Officer/Principal	-

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Formation de Jim B. Bertles

Amherst College	Undergraduate Degree
Fordham University	Graduate Degree

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