Rob Jamison Email & Phone Number

The greatest part of America's wealth lies with family-owned businesses. As a former member of a 193 year old, 7th generation family owned business, Rob brings a unique perspective to family wealth management. Having learned firsthand the rewards and challenges of running a privately held business, Jamison provides meaningful strategies to financial and non-financial issues that tightly held businesses and their families face today.  Rob learned firsthand the critical importance of communication, leadership development and fostering healthy family relationships. He also learned that the strategic planning process is pivotal to a family business in supporting successful management succession, ownership transition, governance and profitable business strategies.     Jamison offers access to the resources of Chase business banking, JP Morgan Wealth Management and estate planning platform to address an array of specialized wealth needs that may affect you, your family and your family business.

Listed skills include Management, Luxury, Corporate Finance, Finance, and 22 others.

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  University Of Vermont

  Bachelor'S Degree