Jim Brauer
Managing Director @Syntrinsic
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WORK HISTORY
Managing Director @Syntrinsic
Denver, CO, US
EDUCATION
College for Financial Planning
Certified Financial Planner, Personal Financial Planning
Harding University
Bachelor of Science, Business Administration, Management
The Wharton School
Investments and Securities - CIMA Certification
ABOUT JIM BRAUER
With over 20 years of experience in the financial services industry, I am a seasoned executive leader with deep expertise in investment management, retirement, philanthropic services, and estate planning. I hold the CFP and CIMA credentials, which demonstrate my commitment to excellence and ethics in the field of personal financial planning and investments.As the Managing Director at Syntrinsic LLC, I provide customized investment solutions to endowments, foundations, and other nonprofit organizations. I am passionate about helping our clients align their investments with their missions and values, and achieve positive social and environmental impact. I also leverage my extensive network and relationships to generate new business opportunities and partnerships for Syntrinsic LLC, and contribute to the strategic vision and direction of the firm.
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