Jerry Webber
Portfolio Manager-Aktien bei WhaleRock Point Partners LLC
Profil
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.
Aktive Positionen von Jerry Webber
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.01.2003 |
Ehemalige bekannte Positionen von Jerry Webber
| Unternehmen | Position | Ende |
|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
| Fleet Financial Group, Inc. | Corporate Officer/Principal | - |
| US Trust | Corporate Officer/Principal | - |
Ausbildung von Jerry Webber
| Trinity College (Connecticut) | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Private Unternehmen | 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 |
