Wayne Carl Jamerson
Directeur Financier/CFO chez Institutional & Family Asset Management LLC
Profil
Mr. Wayne C.
Jamerson is a Partner at Institutional & Family Asset Management LLC.
He has been in the financial services industry for more than 20 years.
He works with individuals and families in net worth analysis review of current asset allocation, retirement planning, education planning and liability management.
He is a current member of the North Forty organization, Colorado State University Green and Gold Foundation.
He is IFAM’s CFO and also serves on our Investment Committee.
Mr. Jamerson is a past member of NOCO 20-30.
He earned a degree in Finance from Colorado State University.
Postes actifs de Wayne Carl Jamerson
| Sociétés | Poste | Début |
|---|---|---|
Institutional & Family Asset Management LLC
 Institutional & Family Asset Management LLC Investment ManagersFinance Institutional & Family Asset Management LLC (do-business-as IFAM Capital) is a SEC-registered investment advisor headquartered in Fort Collins, Colorado. The firm was founded in 2014 by Timothy Kneen and Clayton Hartman. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). IFAM Capital provides holistic and personalized financial planning, wealth management and discretionary and nondiscretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Directeur Financier/CFO | 01/01/2014 |
Formation de Wayne Carl Jamerson
| Colorado State University | Undergraduate Degree |
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Entreprise privées
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Institutional & Family Asset Management LLC
Institutional & Family Asset Management LLC Investment ManagersFinance Institutional & Family Asset Management LLC (do-business-as IFAM Capital) is a SEC-registered investment advisor headquartered in Fort Collins, Colorado. The firm was founded in 2014 by Timothy Kneen and Clayton Hartman. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). IFAM Capital provides holistic and personalized financial planning, wealth management and discretionary and nondiscretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
