Jim Fortescue

Jim Fortescue is a Managing Partner at U.S. Capital Wealth Advisors, LLC, based in Orangeburg, NY, where he leverages over 25 years of investment management experience to lead client advisory, portfolio strategy, and firm operations. In this capacity, he provides comprehensive wealth management for high-net-worth individuals, closely-held business owners, and executives, with particular expertise in multigenerational estate planning, philanthropic strategies, and complex equity compensation solutions.

Jim’s investment focus spans a range of sectors, including fixed income, equities, and alternative investments, with specialized strength in ultra-short duration fixed income strategies as Portfolio Manager of the ClearShares Ultra-Short Maturity ETF (NYSE: OPER). Alongside his role at U.S. Capital Wealth Advisors, he is CEO and Founding Partner of Piton Investment Management and actively manages portfolios at CLEARSHARES, demonstrating a hands-on approach to asset management using both traditional and innovative strategies.

Jim holds a Bachelor’s Degree in Finance from Siena College and completed his secondary education at Don Bosco Prep. Throughout his career, he has been recognized for building and scaling investment firms, developing tailored client solutions, and contributing to industry thought leadership in portfolio construction and risk management.