Jim Casselberry (he/him/his)

Co-Founder & Chief Executive Officer


Jim has over 30 years of experience in investing, impact investing, investment management and investment consulting. He has an extensive managerial background in family and entrepreneurial businesses across industries of waste management, food manufacturing and financial services. Most recently, Jim served as the Chief Investment Officer at 4S Bay Partners, LLC, a single-family office focused on social impact, where he remains a Senior Advisor. Jim is a board member at the Julian Grace Foundation, where he sits on its investment committee, and at Arc Chicago, LLC, the appointed board of Benefit Chicago. Benefit Chicago is a collaboration between The Chicago Community Trust, the John D, and Catherine T. MacArthur Foundation, and Calvert Foundation. He is the board chair of the Los Angeles Cleantech Incubator (LACI). Jim has authored several white papers, including “Why Not the Best? Capturing Alpha from a Long-Neglected Market.”

Jim was a principal at Ennis Knupp and Associates Inc. (currently known as AonHewitt Investment Consulting, Inc) where he had a broad range of responsibilities, including serving as the primary and managing consultant assigned to some of the nation’s largest public pension funds, foundations, and endowments. Jim spearheaded Ennis Knupp’s Emerging Manager Advisory Council and was head of the firm’s global equity research group, a member of their private equity research group as well as the fixed income advisory council. Jim has also held senior roles at NexTier Companies, LLC and Dearborn Park Group, LLC, both of which offered strategic consulting advice to investment management and financial services firms.

During his career, Jim has held leadership positions with The John D. and Catherine T. MacArthur Foundation (Partner and Director of Fixed Income Investments), Trias Capital Management, LLC (Founder and CEO), and Wedgewood Capital Management, Inc. (COO and Portfolio Manager). He began his career at First Chicago Corporation and Arthur D. Little Valuation, Inc. Jim has been an adjunct Professor at Valparaiso University, teaching in the College of Business MBA program, and the Lutheran School of Theology at Chicago. He sits on several philanthropic boards including Mosaic Genius, American Friends of Hebrew University, and is a Trustee at Morehouse College and the National Urban League.

Jim received a BS degree in economics from the University of Illinois and an MBA degree from the University of Chicago, Booth School of Business.

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31 Hudson Yards, 11th Foor
New York, NY 10001

31 Hudson Yards, 11th Foor
New York, NY 10001

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