Jim Casselberry has over 30 years of experience in investing, impact investing, investment management and investment consulting.
Jim is the Chief Investment Officer at 4S Bay Partners, LLC with the primary focus being on impact and mission related investing. Jim is a board member at the Julian Grace Foundation and on the investment committee. Jim is also a board member of 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. Jim has joined the board of Los Angeles Cleantech Incubator (LACI). Jim has written several white papers, most recently “Why Not the Best? Capturing Alpha from a Long-Neglected Market.” Jim has held senior roles at NexTier Companies, LLC and Dearborn Park Group, LLC (DPG), these firms offered strategic consulting advice to investment management and financial services firms. Prior to DPG, he was a principal at Ennis Knupp and Associates Inc. (Ennis Knupp, currently known as AonHewitt Investment Consulting, Inc., an Aon Company) and served as the primary consultant and managed consulting assignments for some of the nation’s largest public pension funds, foundations and endowments. Jim also served as the leader of Ennis Knupp’s Emerging Manager Advisory Council and was a member of the firm’s global equity research group, private equity research group as well as the fixed income advisory council.
During his career, Jim has held leadership positions with Trias Capital Management, LLC, Wedgewood Capital Management, Inc. and The John D. and Catherine T. MacArthur Foundation. 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. Jim sits on several philanthropic boards including Mosaic Genius, American Friends of Hebrew University, Morehouse College (Trustee) and the National Urban League (Trustee). 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.