James Webber Email and Phone Number
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James Webber personal email
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James Webber phone numbers
My name is Jerry Webber.I have been an Investment Advisor and Portfolio Manager for 30 years. I enjoy helping individuals and their families protect their wealth and grow their assets. I also work with accountants and attorneys to assist their clients with manager selection, investment choices, estate planning, and tax planning. I have been investing over many investment cycles and events. These days, constructing a portfolio to produce the desired income and growth target is challenging. As the economy improves, interest rates will rise providing opportunities and dangers for investors. WhaleRock Point Partners is a multi-faceted investment company providing income and growth solutions for endowments, corporations and, individuals.I also enjoy Fly Fishing. I have fished in the Jackson Hole One Fly Contest for many years. Our team USA won the contest in 1997. I have fished extensively in Maine where I was a portfolio manager based in Bangor. Also I love to fish for Striped Bass. I have been Fly Fishing in Iceland and Montana.
Whalerock Point Partners
View- Website:
- wrpoint.com
- Employees:
- 11
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Portfolio ManagerWhalerock Point Partners Mar 2009 - PresentProvidence, Rhode Island AreaCustomized investment management tailored to a client's needs and risk tolerance. Family investment counseling.with a focus on planning. Portfolio analysis and repair. Co trustee and investment committee services. -
Vice PresidentUs Trust Mar 1992 - Mar 2009Providence, Rhode Island Area And Northern Maine AreaInvestment manager for municipalities, Corporations, and Individuals. Responsible for designing investment strategies to maximize income and create growth. Assess risk tolerance. Managed over $300 million. -
Vice PresidentFleet Investment Advisors 1992 - 2005Providence, Rhode Island Area And Norther Maine AreaRegistered investment professional. Structured investment programs for high net worth individuals, Corporations, and municipalities. Managed both equities and fixed income assets.
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Portfolio ManagerFleet Bank 1992 - 1999Northern MaineAsset manger for individuals, Corporations, and municipalities. Managed both stocks and bonds.Evaluated closely held businesses.
James Webber Skills
James Webber Education Details
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Psychology
Frequently Asked Questions about James Webber
What company does James Webber work for?
James Webber works for Whalerock Point Partners
What is James Webber's role at the current company?
James Webber's current role is Portfolio manager at WhaleRock Point partners.
What is James Webber's email address?
James Webber's email address is je****@****hoo.com
What is James Webber's direct phone number?
James Webber's direct phone number is +140122*****
What schools did James Webber attend?
James Webber attended Trinity College-Hartford.
What skills is James Webber known for?
James Webber has skills like Wealth Management, Estate Planning, Portfolio Management, Fly Fishing, Investment Strategies, Portfolio Optimization, Etfs, Asset Management, Global Asset Allocation, Fixed Income, Bonds, Asset Allocation.
Who are James Webber's colleagues?
James Webber's colleagues are Lisa Farias, Tyson C. Reed, Sr., Bradley P. Dorman, Esq., John Genco, Cfa, Leslie Sawyer, Jacalyn Reed.
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James Webber
Austell, Ga -
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