Jerry Webber
Gestore di Portafoglio-Azioni presso WhaleRock Point Partners LLC
Profilo
Mr. James B.
Webber is a Portfolio Manager at WhaleRock Point Partners LLC.
He is a licensed investment representative with over 35 years of experience.
He has been a Private Trustee for numerous private trusts since 1996, has been on the Board of Directors for 501(c)(3) Team USA – United States Fly Fishing Competitive Team since 1997, and has been a member of the Providence Society of Financial Analysts since 2001.
For the last 17 years, Mr. Webber held the position of Vice President and Portfolio Manager at U S Trust, Bank of America Private Wealth Management and Fleet Financial Group.
There he provided customized investment management for individuals and institutions.
He graduated from Trinity College with a BS in 1971.
Posizioni attive di Jerry Webber
| Società | Posizione | Inizio |
|---|---|---|
WhaleRock Point Partners LLC
 WhaleRock Point Partners LLC Investment ManagersFinance WhaleRock Point Partners LLC (WhaleRock) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Providence, Rhode Island. The firm was founded by Bradley Dorman and Richard Cavanagh in 2006. WhaleRock advises, protects and invests the assets of families, endowments, foundations and institutional investors. | Gestore di Portafoglio-Azioni | 01/01/2003 |
Precedenti posizioni note di Jerry Webber
| Società | Posizione | Fine |
|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
| Fleet Financial Group, Inc. | Corporate Officer/Principal | - |
| US Trust | Corporate Officer/Principal | - |
Formazione di Jerry Webber
| Trinity College (Connecticut) | 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 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Aziende private | 3 |
|---|---|
WhaleRock Point Partners LLC
WhaleRock Point Partners LLC Investment ManagersFinance WhaleRock Point Partners LLC (WhaleRock) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Providence, Rhode Island. The firm was founded by Bradley Dorman and Richard Cavanagh in 2006. WhaleRock advises, protects and invests the assets of families, endowments, foundations and institutional investors. | Finance |
| US Trust | Finance |
| Fleet Financial Group, Inc. | Finance |
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