Mr. Jim Schaefer IV (MBA, AB)
Business Development, HEALinc
Jim Schaefer was previously Executive Vice President of LOM Bahamas and was Head of Key Client Engagement for the Americas and Caribbean at Deltec Bank & Trust where he was a Relationship Manager and an Executive Vice President — responsible for business development strategies as well as identifying new market opportunities and global partnerships which included interaction with investment advisory firms, family offices and multiple family office organizations.
He has served as COO, Old Fort Financial, a Bahamian broker dealer and financial services firm and as President of Accuvest Global Advisors, a U.S. registered investment advisor specializing in country specific ETF portfolios. Mr. Schaefer is President of the American Chamber of Commerce of the Bahamas and is a Director of the Bahamas Hurricane Restoration Fund. He previously served as Co-Deputy Chairman and Director of the Bahamas Financial Services Board as well as a Trustee of Atlantic College of the Bahamas.
Earlier in his career, Mr. Schaefer worked at several prominent Wall Street firms and served in the administration of both President George W. Bush, where he was Deputy Assistant Secretary, Office of Public Affairs and under President George H.W. Bush as an Associate Director, Office of Public Liaison at The White House. He also served as a Special Assistant to New Jersey Governor Thomas H. Kean as an advance representative and speechwriter. He is a retired Lieutenant Colonel in the U.S. Air Force Reserve with over 27 years of service and a recipient of the Airman’s Medal for his actions during and following the attack on the World Trade Center in New York City on September 11th, 2001.
Mr. Schaefer is graduated with an MBA from the Harvard Business School and an A.B. from Dartmouth College.
