Executive Director

Jim Wenzler, Executive Director

Jim Wenzler brings to TFE many years of experience and expertise in the investment world. He has a deep knowledge and experience in investments. He is the Managing Partner and founder of JW Investment Consulting and has spent over 35 years working in the investment industry. He’s worked as Director of Research/Senior Consultant for an investment consulting firm, Director of Marketing and Business Development for an asset management firm, and Director/Wealth Advisor for a wealth management company. In addition, he is co-owner of Portfolio Concepts, Inc., an online training company he founded in 1993, which trains registered representatives how to create portfolios for high-net-worth individuals. In 1994, Jim was awarded the Chartered Financial Analyst (CFA) designation by the CFA Institute.

Jim also has deep ties to Wisconsin. He is a graduate of the University of Wisconsin-Milwaukee (BBA). He served Marquette University High School as Chair of the Investment Committee from 2016 to 2022 and is currently on the board of the Wauwatosa Public Library Foundation. Like many who call Wisconsin home, Jim has a love of the outdoors, spending time walking, biking, hiking, fishing, and kayaking with his wife Amy.

He is reachable at (414) 301–1410 • director@tfewis.org