Profilo
Mr. Jamie W.
Verity is Vice President at Kobren Insight Management, Inc. Prior to joining Kobren Insight Management in 1992, he was a Vice President and Investment Center Manager for Charles Schwab.
He also served clients as a registered representative at Olde Brokerage.
Mr. Verity has received a B.A.
in business with a minor in economics from Plymouth State College.
Precedenti posizioni note di Jamie W. Verity
| Società | Posizione | Fine |
|---|---|---|
Adviser Investments Acquisition Co. LLC
 Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Gestore di Portafoglio-Azioni | 01/03/2012 |
| CHARLES SCHWAB | Corporate Officer/Principal | - |
Formazione di Jamie W. Verity
| Plymouth State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Società quotate in Borsa | 1 |
|---|---|
| CHARLES SCHWAB | Finance |
| Aziende private | 1 |
|---|---|
Adviser Investments Acquisition Co. LLC
Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Finance |
- Borsa valori
- Insiders
- Jamie W. Verity
