A lifelong fascination with the U.S. financial markets coupled with a strong entrepreneurial spirit have taken Jim Casey, Integrated Wealth Management’s president & CEO, from college graduate to owner of one of the country’s fastest growing and most highly regarded wealth management and investment counseling organizations.

A 1986 graduate of The State University of New York at Binghamton with dual majors in psychology and business, Jim entered the Wall Street based Integrated Resources Equity Corporation (IREC) training program in early 1987. By early the following year, he had been promoted to Senior Investment Analyst for IREC’s Los Angeles based subsidiary, Integrated Financial.

In 1989 AMA Investment Advisers, a wholly-owned subsidiary of the American Medical Association, made Jim an offer he couldn’t refuse: to head up its newly formed Los Angeles branch and join the company as Regional Vice President for the western United States.

In 1994, after catapulting his region to first place among all branches of AMA Investment Advisers, Jim learned that the AMA planned to diversify their holdings. Jim made an offer and purchased the western region from AMA Investment Advisers in 1995. From this foundation, Physician’s Asset Management, Inc. was established to handle the financial needs of high-net worth medical professionals and medical groups throughout the western United States.

In 2001, the firm was hired by The Screen Actors Guild Foundation to manage that organization’s financial growth. As a result, Jim established a new division, Integrated Wealth Management, to meet the needs of The Screen Actors Guild Foundation and other entertainment professionals and foundations, including The Motion Picture Players Welfare Club, American Federation of Television & Radio Artists (AFTRA), and The Actors Fund as well as those of other non-medical high-net worth clients and business owners.

In 2005, to acknowledge the growing diversity of the firm’s client base, the Physician’s Asset Management name was officially changed to Integrated Wealth Management.

In 2006, just a few years after Jim’s purchase of a second home in Palm Springs, CA, Integrated Wealth Management opened a branch office in downtown Palm Springs. His involvement with the Palm Springs Film Festival and the presence of many of his Los Angeles and Orange County based clients who had retired to the Coachella Valley made this a natural next step for Integrated Wealth Management. Soon, the firm’s Coachella Valley business was booming, necessitating both a move to a larger Palm Springs office and establishment of a new branch office in Palm Desert right at the heart of El Paseo in 2009.

Integrated Wealth Management’s growth has been stellar, with a major increase in assets under management every year since 1996. Integrated Wealth Management consistently appears on the Medical Economics magazine annual list of “The Best 150 Financial Advisors for Doctors.” In both 2005 and 2006, Jim earned a coveted spot on the Wealth Manager magazine's annual ranking of America’s Top Wealth Managers. In 2009, for the fifth consecutive year, Wealth Manager magazine named Integrated Wealth Management to its list of Top Wealth Managers.

Jim strongly believes in sharing success with others, and in helping the communities in which he works and lives to flourish. He regularly donates money and time to The Screen Actors Guild Foundation, The Palm Springs International Film Festival, and The Palm Springs Art Museum. He is also a board member of The Deane F. Johnson Alzheimer’s Research Center at UCLA and is a major donor, board member and co-chairman of the Desert AIDS Project. Jim appears frequently on TV as an economic analyst and has been interviewed in numerous financial publications.