Profiel
Mr. Jeremy Kiefer, CFA, is Co-Founder, Managing Partner & Chief Investment Officer at CPCM LLC.
With over 15 years of experience, He is responsible for directing all aspects of CPCM's investment process.
Prior to founding CPCM, he served as Director of Investments for a Seattle-based Registered Investment Advisor and sat on advisory boards for Venture Capital and Global Real Estate funds.
Mr. Kiefer was also previously employed as Director-Investments by Brighton Jones LLC.
He received his undergraduate degree from the University of Washington.
He has earned the Chartered Financial Analyst (CFA) and the Chartered Alternative Investment Analyst (CAIA) designations and is a member of the CFA Institute, the CFA Society of Seattle and the CAIA Association.
Eerdere bekende functies van Jeremy Justin Kiefer
| Bedrijven | Functie | Einde |
|---|---|---|
CPWM LLC
 CPWM LLC Investment ManagersFinance CPWM LLC (do-business-as Columbia Pacific Wealth Management) is a registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was co-founded by Jeremy Kiefer as CPCM LLC in 2010. It was acquired in 2021 by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. CPWM provides investment consulting, financial planning, and wealth management services to high net-worth individuals and institutional clients. They also act as General Partner and/or investment manager to the CP Funds. | Oprichter | 01-03-2018 |
Brighton Jones LLC
 Brighton Jones LLC Investment ManagersFinance Brighton Jones LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. It was founded by Charles Brighton and Jon Jones in 1999. The firm provides investment management services to individuals, high net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, business entities, and trusts. | Lid van de Investeringscommissie | 28-02-2011 |
Opleiding van Jeremy Justin Kiefer
| University of Washington | Undergraduate Degree |
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| Bedrijven in privébezit | 2 |
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Brighton Jones LLC
Brighton Jones LLC Investment ManagersFinance Brighton Jones LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. It was founded by Charles Brighton and Jon Jones in 1999. The firm provides investment management services to individuals, high net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, charitable organizations, business entities, and trusts. | Finance |
CPWM LLC
CPWM LLC Investment ManagersFinance CPWM LLC (do-business-as Columbia Pacific Wealth Management) is a registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was co-founded by Jeremy Kiefer as CPCM LLC in 2010. It was acquired in 2021 by CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. CPWM provides investment consulting, financial planning, and wealth management services to high net-worth individuals and institutional clients. They also act as General Partner and/or investment manager to the CP Funds. | Finance |
