Beth Tremaine, with nearly 40 years of finance experience, has returned to Acumen Wealth Advisors as a Portfolio Management Consultant in a mentoring capacity. Beth previously served as Acumen’s Chief Investment Officer (CIO), where she oversaw all aspects of the firm’s investment decisions. Her responsibilities included due diligence, research, evaluation, strategic and tactical asset allocation, and aligning investment selections with each client’s goals.
Working closely with the Portfolio Management Committee, Beth developed, implemented, and communicated Acumen’s investment strategy. She also partnered directly with clients to determine appropriate asset allocations by considering their goals, time horizon, risk tolerance, growth and income targets, and tax implications. Beth kept clients informed about domestic and international trends and their potential impact on portfolios.
Beth earned a Bachelor of Science with Honors in Business Administration from Upper Iowa University. Before joining Acumen, she served as Vice President and Portfolio Manager for Private Wealth Management at Regions Bank in East Tennessee, North Carolina, and Iowa. At Regions, she served on the Investment Strategy Committee and chaired both the Asset Allocation Committee and the Best Practices Committee.
Beth is a devoted community supporter and has volunteered for several organizations including Gigi’s Playhouse Down Syndrome Achievement Center, Junior League, American Cancer Society, Rotary International, American Red Cross, Covenant Hospital Foundation, Reading and Recording for the Blind and Dyslexic, and Cancer Support Community.