Wayne Carl Jamerson
Financieel Directeur/CFO bij Institutional & Family Asset Management LLC
Profiel
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.
Actieve functies van Wayne Carl Jamerson
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Financieel Directeur/CFO | 01-01-2014 |
Opleiding van Wayne Carl Jamerson
| Colorado State University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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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 |
