Profile
Mr. James D.
Besaw, CFA, is a Founding Principal at GenTrust LLC.
He is responsible for the oversight, selection and management of all investment-related activity across all strategies and portfolios, as well as the development of all new investment strategies and firm's products.
His primary responsibility at the firm is to remain practical and analytical across all market conditions while also recognizing and assuaging the fears and anxieties of the firm’s employees and clients.
Prior to co-founding GenTrust in 2011, Mr. Besaw worked at Element Capital as Head of Business Development.
Jim was responsible for marketing, investor relations, recruiting, asset class expansion, new business development, and evaluation of private investment opportunities.
He also served on the firm’s risk committee and spent extensive time discussing macroeconomic strategy, positioning and portfolio hedging with sovereign wealth funds, pensions, insurance companies, fund of funds and family offices.
Prior to Element, he was the Head of USD Fixed Income Options Trading at Barclays Capital where he managed a team of 12 traders across 3 times zones and dozens of products.
Prior to Barclays, he was Head of USD Fixed Income Options Trading at J.P.
Morgan Chase.
At JPM, he and his team of 9 traders regularly traded over $10 billion dollars of interest rate swaps, options and fixed income securities on a daily basis with the world’s largest pensions, banks, mortgage companies, corporations, asset managers and hedge funds.
He graduated with distinction from Yale University with a Bachelor of Arts in Economics and Mathematics.
He is a Chartered Financial Analyst.
Jim Besaw active positions
| Companies | Position | Start |
|---|---|---|
GenTrust LLC
 GenTrust LLC Investment ManagersFinance GenTrust LLC is an independent registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2011 as GenTrust Wealth Management LLC. GenTrust provides wealth management, investment management, risk management, financial planning, and consulting services to individuals, banks or thrift institutions, trusts, estates, charitable organizations, corporations and business entities. | Founder | 2010-12-31 |
Former positions of Jim Besaw
| Companies | Position | End |
|---|---|---|
Element Capital Pty Ltd.
 Element Capital Pty Ltd. Investment Banks/BrokersFinance Element Capital Pty Ltd. is a funds management and corporate business located in West Perth, Australia. Element Capital provides traditional merchant banking services as a dedicated funds management and corporate business. The Australian company was founded by Mark Zwitser, David Cornell, and Gareth Lloyd, with David Cornell serving as CEO since incorporation. | Institutional Sales | 2011-11-29 |
Barclays Capital, Inc.
 Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Trading-Fixed Income | 2009-05-29 |
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Trading-Equity | - |
Training of Jim Besaw
| Yale University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
GenTrust LLC
GenTrust LLC Investment ManagersFinance GenTrust LLC is an independent registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2011 as GenTrust Wealth Management LLC. GenTrust provides wealth management, investment management, risk management, financial planning, and consulting services to individuals, banks or thrift institutions, trusts, estates, charitable organizations, corporations and business entities. | Finance |
Element Capital Pty Ltd.
Element Capital Pty Ltd. Investment Banks/BrokersFinance Element Capital Pty Ltd. is a funds management and corporate business located in West Perth, Australia. Element Capital provides traditional merchant banking services as a dedicated funds management and corporate business. The Australian company was founded by Mark Zwitser, David Cornell, and Gareth Lloyd, with David Cornell serving as CEO since incorporation. | Finance |
Barclays Capital, Inc.
Barclays Capital, Inc. Investment Banks/BrokersFinance Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team. | Finance |
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Finance |
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