![Wayne Carl Jamerson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Wayne Carl Jamerson
Gestionnaire de Portefeuille-Actions chez
Kovitz Investment Group Partners LLC
Profil
Mr. Wayne C.
Jamerson is a Principal & Senior Wealth Manager at Kovitz Investment Group Partners LLC.
He has been in the financial services industry since 1996 and a Financial Advisor since 2000.
Prior to becoming a Financial Advisor, he was a research analyst in Chicago, and he draws on that experience to assist clients in pursuing their goals.
Mr. Jamerson works with individuals and families in net worth analysis review of current asset allocation, retirement planning, education planning and liability management.
He received his undergraduate degree from Colorado State University.
Postes actifs de Wayne Carl Jamerson
| Sociétés | Poste | Début |
|---|---|---|
Kovitz Investment Group Partners LLC
 Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz primarily invests each of their client’s portfolios in equities (stocks) and/or fixed income (bond) securities that are considered out-of-favor and undervalued by the investing public. The philosophy also includes holding them until they have reached what their investment team believes is a reasonable fair value, or until the team finds equity candidates with what it believes are more attractive risk/reward attributes, or the particular equity’s risk/reward profile does not justify continued ownership. Their equity selection philosophy is based on adopting a business owner mentality and adhering to a Margin of Safety principle. The firm’s investment approach to fixed income investing stresses preservation of wealth. | Gestionnaire de Portefeuille-Actions | 01/07/2024 |
Anciens postes connus de Wayne Carl Jamerson
| Sociétés | Poste | Fin |
|---|---|---|
Institutional & Family Asset Management LLC
 Institutional & Family Asset Management LLC Investment ManagersFinance IFM Capital utilizes a combination of fundamental, technical and cyclical analysis when implementing their asset allocation strategy. The firm allocates assets primarily among various mutual funds, exchange traded funds (ETFs) and a third-party manager of separately managed accounts. | Directeur Financier/CFO | 01/07/2024 |
Formation de Wayne Carl Jamerson
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
29
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Colorado State University
 Colorado State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Institutional & Family Asset Management LLC
Institutional & Family Asset Management LLC Investment ManagersFinance IFM Capital utilizes a combination of fundamental, technical and cyclical analysis when implementing their asset allocation strategy. The firm allocates assets primarily among various mutual funds, exchange traded funds (ETFs) and a third-party manager of separately managed accounts. | Finance |
Kovitz Investment Group Partners LLC
Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz primarily invests each of their client’s portfolios in equities (stocks) and/or fixed income (bond) securities that are considered out-of-favor and undervalued by the investing public. The philosophy also includes holding them until they have reached what their investment team believes is a reasonable fair value, or until the team finds equity candidates with what it believes are more attractive risk/reward attributes, or the particular equity’s risk/reward profile does not justify continued ownership. Their equity selection philosophy is based on adopting a business owner mentality and adhering to a Margin of Safety principle. The firm’s investment approach to fixed income investing stresses preservation of wealth. | Finance |
