Profile
James Michael Casey is the founder of Integrated Wealth Management, Inc. which was founded in 1995.
He held the titles of President & Chief Executive Officer from 1995 to 2017.
Mr. Casey also held former positions as Director at Palm Springs Art Museum and Desert AIDS Project.
He was also a Regional Vice President at American Medical Association in 2000.
Mr. Casey received his undergraduate degree from State University of New York at Binghamton in 1986.
Former positions of Jim Casey
| Companies | Position | End |
|---|---|---|
Integrated Wealth Management, Inc.
 Integrated Wealth Management, Inc. Investment ManagersFinance Integrated Wealth Management, Inc. (IWM) is an independent investment advisor headquartered in Palm Desert, California. The firm was founded by James Casey in 1995. IWM provides advisory services to individuals and high-net-worth individuals, pension and profit-sharing plans, plan participants, charitable organizations, and corporations or other businesses. | Chief Executive Officer | 2017-04-30 |
| Palm Springs Art Museum | Corporate Officer/Principal | - |
American Medical Association
 American Medical Association Miscellaneous Commercial ServicesCommercial Services American Medical Association engages in promoting the art and science of medicine and the betterment of public health. It offers services to physicians, residents, medical students, and patients. The company was founded by Nathan Smith Davis in 1847 and is headquartered in Chicago, IL. | Corporate Officer/Principal | 2000-12-30 |
Desert AIDS Project
 Desert AIDS Project Medical/Nursing ServicesHealth Services Desert AIDS Project, Inc. provides medical care and support services to people living with HIV/AIDS. It provides high quality primary and HIV-specialty care with access to their HIV Health Center, Riverside County's first HIV-specialty dental clinic, and case management system. They also provide assistance meeting basic needs such as food and housing, mental health and substance abuse programs, and a full-service community center offering a computer lab, wellness programs, health education, and other social support services. The company was founded in 1984 and is headquartered in Palm Springs, CA. | Director/Board Member | - |
Training of Jim Casey
| State University of New York at Binghamton | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Integrated Wealth Management, Inc.
Integrated Wealth Management, Inc. Investment ManagersFinance Integrated Wealth Management, Inc. (IWM) is an independent investment advisor headquartered in Palm Desert, California. The firm was founded by James Casey in 1995. IWM provides advisory services to individuals and high-net-worth individuals, pension and profit-sharing plans, plan participants, charitable organizations, and corporations or other businesses. | Finance |
Desert AIDS Project
Desert AIDS Project Medical/Nursing ServicesHealth Services Desert AIDS Project, Inc. provides medical care and support services to people living with HIV/AIDS. It provides high quality primary and HIV-specialty care with access to their HIV Health Center, Riverside County's first HIV-specialty dental clinic, and case management system. They also provide assistance meeting basic needs such as food and housing, mental health and substance abuse programs, and a full-service community center offering a computer lab, wellness programs, health education, and other social support services. The company was founded in 1984 and is headquartered in Palm Springs, CA. | Health Services |
American Medical Association
American Medical Association Miscellaneous Commercial ServicesCommercial Services American Medical Association engages in promoting the art and science of medicine and the betterment of public health. It offers services to physicians, residents, medical students, and patients. The company was founded by Nathan Smith Davis in 1847 and is headquartered in Chicago, IL. | Commercial Services |
| Palm Springs Art Museum |
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