Profil
With 28 years of industry experience, Ms. Webb has extensive experience in wealth counseling and financial planning.
She began her career at MEBA Funds with responsibility for short-term cash management.
She joined KJMM Investment Management, Inc. in 1980 where she served as Senior Vice President and Chief Financial Officer representing KJMM at the San Francisco Investment Managers' Association Round Table over a period of years.
Ms. Webb attended Mid-Herts College, Hertfordshire as a Major in Business Administration and holds a Certificate of Achievement in Financial Planning from Metropolitan State College, Denver.
Ehemalige bekannte Positionen von Jacqueline J. Webb
| Unternehmen | Position | Ende |
|---|---|---|
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Portfolio Manager-Aktien | 01.12.2007 |
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Portfolio Manager-Aktien | 31.12.2003 |
KJMM Investment Management Co., Inc.
 KJMM Investment Management Co., Inc. Investment ManagersFinance KJMM Investment Management Co., Inc. is an investment company. The company is based in San Francisco, CA. KJMM Investment Management Co. was acquired by Stein Roe & Farnham, Inc. on April 16, 1996. | Finanzdirektor/CFO | - |
Erfahrungen
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Private Unternehmen
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Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Finance |
KJMM Investment Management Co., Inc.
KJMM Investment Management Co., Inc. Investment ManagersFinance KJMM Investment Management Co., Inc. is an investment company. The company is based in San Francisco, CA. KJMM Investment Management Co. was acquired by Stein Roe & Farnham, Inc. on April 16, 1996. | Finance |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
