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Historique de carrière de Jamie W. Verity
Anciens postes connus de Jamie W. Verity
Sociétés | Poste | Début | Fin |
---|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 17/06/2010 | 01/03/2012 |
Portfolio Manager-Fixed Income | 01/01/1992 | 01/03/2012 | |
CHARLES SCHWAB | Corporate Officer/Principal | - | - |
Formation de Jamie W. Verity
Plymouth State University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Opérationnelle
Portfolio Manager-Equities | 1 |
Portfolio Manager-Fixed Income | 1 |
Undergraduate Degree | 1 |
Sectorielle
Finance | 3 |
Consumer Services | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Sociétés cotées | 1 |
---|---|
CHARLES SCHWAB | Finance |
Entreprise privées | 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 |
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