![Jim Beenders](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. James M.
Beenders is a Partner, President & Chief Planning Officer at Tiller Private Wealth, Inc. He leads the team development for the firm's clients’ Financial Roadmaps in addition to working directly with our clients regarding implementation and monitoring of their wealth management strategies.
Mr. Beenders joined YoungsAG in early 2007 after an extensive institutional trading and financial planning career working for Bank of New York as an Institutional Portfolio Transitions Manager and as a NYSE Manager for Charles Schwab & Co.
He holds a BS (Finance) degree from Kutztown University, as well as a Certificate in Personal Financial Planning from Moravian College.
He holds the Accredited Wealth Management Advisor and an Accredited Asset Management Specialist designations from College for Financial Planning.
Postes actifs de Jim Beenders
| Sociétés | Poste | Début |
|---|---|---|
Tiller Private Wealth, Inc.
 Tiller Private Wealth, Inc. Investment ManagersFinance Tiller Private Wealth aims to provide attractive long-term returns given the client’s risk profile and goals. To be able to generate income and to preserve capital relative to market movements, their strategy is to reduce risk through diversification. The firm uses asset allocation, fundamental analysis and mutual fund/exchange traded fund analysis in formulating their investment advice and/or managing client assets. | President | 01/01/2007 |
Expériences
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Tiller Private Wealth, Inc.
Tiller Private Wealth, Inc. Investment ManagersFinance Tiller Private Wealth aims to provide attractive long-term returns given the client’s risk profile and goals. To be able to generate income and to preserve capital relative to market movements, their strategy is to reduce risk through diversification. The firm uses asset allocation, fundamental analysis and mutual fund/exchange traded fund analysis in formulating their investment advice and/or managing client assets. | Finance |
