We are a partnership-focused, third-party sales and marketing firm founded on the fundamental principle that relationships matter. Our objective is to offer insurance companies and commercial banks compelling asset management solutions that optimize risk, return, and strategic objectives.
Jim is the Founder and President of Intera Capital Partners. He is a seasoned finance industry professional with extensive experience working directly with institutional investors, commercial banks, insurance companies, and the institutional investment consulting community.
Before founding Intera Capital Partners, Jim was Managing Director of Institutional Sales at RBC Global Asset Management, where he built and managed a national bank and insurance asset management practice, including developing and funding several Insurance Dedicated Funds.
Before RBC, Jim served as CFO of Marquette Bank Minneapolis during a time of significant merger and acquisition work. He focused on improving both the net interest margins and the core performance of the Bank. He oversaw the Bank's regional bond sales and trading business and their multi-office retail brokerage business.
Jim started his professional career as a CPA after earning his bachelor's degree in Finance from Gustavus Adolphus College.
Jim currently serves on the Gustavus Endowment Investment Committee and the Children’s Home Society Investment Endowment Committee.
Paul brings extensive experience and expertise to his role as Senior Strategy Advisor. He assists Intera in evaluating potential client offerings and partnerships and supports the effective positioning and delivery of those offerings to the financial marketplace.
An accomplished business management author and mentor with a decade’s-long focus on executive management development, Paul understands the challenges of leading teams to engage fully and the critical role effective leadership plays in high-functioning organizations.
Paul’s substantial history in the financial services industry includes leading Mergers and Acquisitions for a major fintech company and serving as President and CEO for a financial institution where he developed and led a large-scale turn-around, ultimately executing a business plan that grew company assets from $100 million to $1.4 billion and expanded capital from 5% to 14% of assets, while increasing the customer base by nearly 300%.
A U.S. military veteran, dedicated volunteer, and community leader, Paul served in leadership positions on multiple boards and committees, helping to direct, organize, and fundraise numerous non-profit and community efforts while supporting local, state, and national trade association committees and commissions.
As Program Manager and Marketing Strategist, Joanie designs and implements our sales and business development strategies and ongoing marketing initiatives by combining a solid understanding of Intera’s investment offerings with a focus on meeting the unique objectives and requirements of the partners and clients we serve. She is responsible for facilitating and managing company programs to ensure they align with the organization’s mission, values, and business development goals.
Prior to joining Intera, Joanie served in various leadership roles while building Nexgen HBM, a national business development, marketing, and SaaS technology company supporting the residential mortgage, real estate, and fintech industries. She brings 20+ years of business development experience and a unique perspective and skill set to our team; this is particularly true for the Intera OWNS and Community Capital Management Impact Investment offerings that focus on driving mortgage capital for homeownership into underserved communities.
Joanie holds mortgage loan origination licenses in the states of Minnesota and Wisconsin.
SVP, Non-Qualified Managing Director, Newcleus.
Nicole is a business development expert with Newcleus. She designs, administers, and services creative compensation, benefit, investment, and finance strategies.
With a genuine approach to relationships and partnerships, Nicole brings 20+ years of experience in retirement and non-qualified benefit services, bank and corporate-owned life insurance, and executive benefits.
She has worked with major U.S. financial institutions and advisory firms as a public accountant, principal, and managing director.
Nicole earned her bachelor’s degree in accounting from the University of Wisconsin-La Crosse. She holds a certified public accountant (CPA) designation, an Insurance License, and Series 6 and 63 securities registrations.
We had so much fun with these kids! It was an honor to sponsor a fishing event for this incredible ministry that serves children, youth, and families in urban Minneapolis. https://christschildrenministries.org
Thank you to our generous co-sponsors, Kurt Erickson, Erickson Guide Services, and Tom Jacob, Bay to Bay Boat Club, for helping to make this a special day!
Our 2023 Benefit Bass Fishing Tournament put the spotlight on Lake Minnetonka and the quest to bring in the biggest bass, but the biggest winner of the day was HFS Chicago Scholars, the recipient of Brian Gallagher's grand prize.
"I am proud to be a donor and board member of HFS Chicago Scholars. For over thirty years, HFS has made a significant difference in the lives of promising but underprivileged high school students in Chicago. By providing financial resources, mentorship, and fostering a deep sense of community, our more than 200 students in the program have a brighter future." Brian Gallagher, Twin Bridge Capital Partners
Thank you to our co-sponsors Newcleus and SRM, and our tournament guests! It was a privilege to bring everyone together to expand our collective outreach.
Learn more about HFS Chicago Scholars: https://www.hfschicagoscholars.com/
It started with the idea of bringing people together, and thanks to the suggestion of our colleague and co-sponsor Jason Berman, SRM, Intera Capital's 2022 Bass Fishing tournament became a benefit fundraiser!
The tournament winner, Mike Newburg, selected Second Harvest Heartland as the recipient of his grand prize and we had the great pleasure of presenting a check to Maggie Overman Larson, Development Officer at this life-changing organization.
A surprising number of families in our communities are going hungry. In 2021, 1 in 8 kiddos in Minnesota did not know where their next meal would come from. Black, Hispanic, and Indigenous households are at least twice as likely to experience food insecurity, and demand for emergency food assistance is up 60% year over year.
There is help: https://www.2harvest.org
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“Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Circle, Suite 800, Littleton CO 80120, (303) 797-9080. Intera Capital Partners, LLC is not affiliated with The Leaders Group, Inc. or TLG Advisors, Inc.”
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