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Profil
Mr. Jeremy D.
Witbeck, CFA MBA, is a Partner & VP of Business Development at RWA Wealth Partners LLC.
He meets directly with clients and prospective clients to communicate RWA Wealth Partners’ investment strategies and review all financial planning needs.
Mr. Witbeck was previously worked as a Portfolio Manager for a Los Angeles area investment firm where he built customized portfolios for high net worth clients.
He graduated from the University of Arizona, where he earned his BS in accounting.
Additionally, he is a graduate of California Lutheran University, where he earned his MBA in financial planning.
He is also a CFA charterholder and is a Certified Financial Planner professional.
Anciens postes connus de Jeremy Dee Witbeck
| Sociétés | Poste | Fin |
|---|---|---|
Polaris Wealth Advisory Group LLC
 Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris employs a top-down, quantitatively-driven investment selection process that uses a variety of methods to evaluate the overall financial market, market sectors and various types of securities. For their clients' portfolios, the firm primarily recommends investments in equity securities, fixed income & debt securities, ETFs, and mutual funds & variable insurance products. | Membre du Comité d'Investissement | - |
Gould Asset Management LLC
 Gould Asset Management LLC Investment ManagersFinance Gould general investment philosophy is to seek good risk-adjusted return while maintaining a long-term perspective. The firm's management involves investment in the following types of securities: mutual funds, including traditional open-end, exchange-traded (ETF) and closed-end funds; equity securities (stocks); options on mutual funds, equity securities and indexes; fixed-income securities (bonds), including government, corporate and municipal issues; certificates of deposit; exchange-traded limited partnerships; and certain insurance products (for example, variable annuities). | Gestionnaire de Portefeuille-Actions | 01/02/2014 |
Farmers Insurance Co., Inc.
 Farmers Insurance Co., Inc. Multi-Line InsuranceFinance Provides auto, home, renters, commercial and life insurance services | Corporate Officer/Principal | 30/09/2012 |
Sempra Foundation
 Sempra Foundation Investment Trusts/Mutual FundsMiscellaneous Provides grant making services | Corporate Officer/Principal | 28/02/2010 |
Formation de Jeremy Dee Witbeck
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
84
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 6 |
|---|---|
Gould Asset Management LLC
Gould Asset Management LLC Investment ManagersFinance Gould general investment philosophy is to seek good risk-adjusted return while maintaining a long-term perspective. The firm's management involves investment in the following types of securities: mutual funds, including traditional open-end, exchange-traded (ETF) and closed-end funds; equity securities (stocks); options on mutual funds, equity securities and indexes; fixed-income securities (bonds), including government, corporate and municipal issues; certificates of deposit; exchange-traded limited partnerships; and certain insurance products (for example, variable annuities). | Finance |
California Lutheran University
 California Lutheran University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Arizona
 University of Arizona Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Farmers Insurance Co., Inc.
Farmers Insurance Co., Inc. Multi-Line InsuranceFinance Provides auto, home, renters, commercial and life insurance services | Finance |
Sempra Foundation
Sempra Foundation Investment Trusts/Mutual FundsMiscellaneous Provides grant making services | Miscellaneous |
Polaris Wealth Advisory Group LLC
Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris employs a top-down, quantitatively-driven investment selection process that uses a variety of methods to evaluate the overall financial market, market sectors and various types of securities. For their clients' portfolios, the firm primarily recommends investments in equity securities, fixed income & debt securities, ETFs, and mutual funds & variable insurance products. | Finance |
