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Jim Betzig - Email & Phone Number

Partner and CEO at Trinitypoint Wealth

Jim Betzig is based out of Milford, Connecticut, United States and works at Trinitypoint Wealth as Partner and CEO.

Jim Betzig's Contact Information

Jim Betzig's Work email
j*****@trinit***.com
Valid
Latest update
October 31, 2025
Location
Milford, Connecticut, United States

Jim's current employer

Trinitypoint Wealth logo

Trinitypoint Wealth

Description
TrinityPoint Wealth is an investment advisory firm offering a variety of advisory services as fiduciaries.
HQ Location
Milford, Connecticut, United States
Number of employees
11-50
Industry
Investment Management
Latest update
April 30, 2024

Frequent questions about Jim Betzig

What company is Jim Betzig working for?
Jim Betzig works for Trinitypoint Wealth.
What is Jim Betzig's function at Trinitypoint Wealth?
Jim Betzig is Partner and CEO at Trinitypoint Wealth.
Where is Jim Betzig based?
Jim Betzig is based out of Milford, Connecticut, United States.
What is Jim Betzig's work email address?
Jim Betzig's professional email address is j*****@trinit***.com
Who are Jim Betzig's co-workers?
Jim Betzig's colleagues are Jennifer Tavella, Matthew Gallagher, Alisa White, Kevin Guth, Jerilyn Shannon, Lise Robinson, Matthew Coutcher, Eric Passeri, Michele Martin, Michael Mahoney, Gabrielle Picón, Dana Mascalo, Jana L'Etoile, JR Romano.
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Jim's co-workers

Jennifer Tavella avatar
Jennifer Tavella
Marketing Coordinator
Matthew Gallagher avatar
Matthew Gallagher
Head Of Business Development
Alisa White avatar
Alisa White
Marketing Director
Kevin Guth avatar
Kevin Guth
Senior Financial Advisor, Managing Director
Jerilyn Shannon avatar
Jerilyn Shannon
Chief Compliance Officer
Lise Robinson avatar
Lise Robinson
Managing Partner | TrinityPoint Wealth | Milford, CT
Matthew Coutcher avatar
Matthew Coutcher
Partner, Wealth Advisor
Eric Passeri avatar
Eric Passeri
Investment Officer
Michele Martin avatar
Michele Martin
Financial Planner
Michael Mahoney avatar
Michael Mahoney
Investment Consultant
Gabrielle Picón avatar
Gabrielle Picón
Wealth Management Intern
Dana Mascalo avatar
Dana Mascalo
Managing Partner
Jana L'Etoile avatar
Jana L'Etoile
Partner/Chief Operating Officer
JR Romano avatar
JR Romano
Financial Advisor, Business Development
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