Jim Casselberry, MBA ’01
Chief Investment Officer at 4S Bay Partners LLC, & Founding Advisor, Known Holdings, LLC
Jim Casselberry has over 30 years of experience in investing, impact investing, investment management and investment consulting.
Casselberry is the chief investment officer at 4S Bay Partners, LLC with the primary focus being on market, impact, and mission-related investing. He is a board member at the Julian Grace Foundation and on the investment committee. He’s 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. Casselberry is the board chair of Los Angeles Cleantech Incubator (LACI).
He has held senior roles at NexTier Companies, LLC and Dearborn Park Group, LLC (DPG)—firms that offer 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) and served as the primary consultant and managed consulting assignments for some of the nation’s largest public pension funds, foundations and endowments. He also served as the leader of Ennis Knupp’s Emerging Manager Advisory Council.
During his career, Casselberry 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. He has been an adjunct professor at Valparaiso University, teaching in the College of Business MBA program, and the Lutheran School of Theology at Chicago. He sits on several philanthropic boards including Mosaic Genius, American Friends of Hebrew University, Morehouse College (Trustee), and the National Urban League (Trustee). He has written several white papers, most recently “Why Not the Best? Capturing Alpha from a Long-Neglected Market.”
He received a BS degree in economics from the University of Illinois and an MBA degree from the University of Chicago Booth School of Business.