Meet Our Team

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Jim is the Founder and President of Intera Capital Partners. He is a seasoned finance industry professional with extensive experience working with institutional investors, commercial banks, insurance companies, and the institutional investment consulting community. 

Before founding Intera, 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 serves on the Gustavus Endowment Investment Committee and the Children’s Home Society Investment Endowment Committee.

Todd brings a unique blend of over three decades of investment experience and more than fifteen years of executive-level leadership to our team as Senior Advisor and Client Consultant. His role is enriched by his holistic view of executive-level financial decision-making. 

Todd led Allianz to be one of the most capital-efficient asset allocators in its space. His broad-based expertise spans strategic planning, insurance, fixed income, investments, contract negotiation, P&L management, portfolio management, risk assessment, business development, economic asset management, fiduciary oversight, and governance. He is a Chartered Financial Analyst and Financial Risk Manager (FRM) and holds the LOMA FLMI designation, further enhancing his professional profile. In 2021, Todd was named CIO of the Year by Insurance Asset Risk, during which time he was the CEO of Allianz Investment Management and also served as the CIO for Allianz Life Insurance Co. N.A. In these roles, he oversaw assets in excess of $180B and was part of the executive team that managed over $800B of assets for Allianz on a worldwide basis. Before his tenure at Allianz, Todd contributed his expertise to Cargill, EBF & Associates and Ameriprise.

Todd serves on the Boards of Best Buddies MN and Angel Foundation and is Chairman of the Winning Pathways Foundation. 

As Program Manager and Marketing Strategist, Joan designs and implements our sales and business development strategies and ongoing marketing initiatives 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, Joan served in various leadership roles while helping to build Nexgen HBM, a national business development, marketing, and SaaS technology company supporting the residential mortgage, real estate, and fintech industries. Named on several U.S. Patents for computerized communication systems, Joan brings 20+ years of innovation and business development experience and a unique perspective and skill set to our team.