Karriereverlauf von Jeremy Justin Kiefer
Ehemalige bekannte Positionen von Jeremy Justin Kiefer
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
CPWM LLC
CPWM LLC Investment ManagersFinance CPWM LLC (do-business-as Columbia Pacific Wealth Management) is a registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was co-founded by Jeremy Kiefer as CPCM LLC in 2010. It was acquired in 2021 by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. CPWM provides investment consulting, financial planning, and wealth management services to high net-worth individuals and institutional clients. They also act as General Partner and/or investment manager to the CP Funds. | Chief Investment Officer | 01.12.2010 | 01.03.2018 |
Gründer | 01.12.2010 | 01.03.2018 | |
Brighton Jones LLC
Brighton Jones LLC Investment ManagersFinance Brighton Jones LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. It was founded by Charles Brighton and Jon Jones in 1999. The firm provides investment management services to individuals, high net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, business entities, and trusts. | Mitglied des Investmentausschusses | 03.12.2010 | 28.02.2011 |
Portfolio Manager-Aktien | 03.12.2010 | 28.02.2011 | |
Portfolio Manager-Fixed Income | 03.12.2010 | 28.02.2011 |
Ausbildung von Jeremy Justin Kiefer
University of Washington | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Sektoral
Finance | 3 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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Brighton Jones LLC
Brighton Jones LLC Investment ManagersFinance Brighton Jones LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. It was founded by Charles Brighton and Jon Jones in 1999. The firm provides investment management services to individuals, high net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, business entities, and trusts. | Finance |
CPWM LLC
CPWM LLC Investment ManagersFinance CPWM LLC (do-business-as Columbia Pacific Wealth Management) is a registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was co-founded by Jeremy Kiefer as CPCM LLC in 2010. It was acquired in 2021 by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. CPWM provides investment consulting, financial planning, and wealth management services to high net-worth individuals and institutional clients. They also act as General Partner and/or investment manager to the CP Funds. | Finance |
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