Jamie Rooney
Consultant / Advisor at Marlinspike Partners
Profile
James Albert Rooney is currently an Executive Advisor at Marlinspike Partners LLC.
Previously, he was the Chief Executive Officer at Corient Capital Partners LLC from 2017 to 2022.
He was also an Executive Director at CIBC World Markets Corp.
from 2004 to 2008, an Analyst at Lehman Brothers, Inc. from 1994 to 1997, and an Associate at Reuters Group Plc from 1999 to 2002.
Additionally, he served as a Principal at Freestone Capital Management LLC from 2012 to 2014.
Rooney received his undergraduate degree from Washington University in St. Louis in 1994 and his MBA from the University of California, Los Angeles in 1999.
Jamie Rooney active positions
Companies | Position | Start |
---|---|---|
Marlinspike Partners
Marlinspike Partners Investment ManagersFinance Marlinspike Partners LLC (Marlinspike Partners) is a venture capital firm founded in 2020 by Neil Keegan, Mislav Tolusic and Mark Turk. The firm is headquartered in Arlington, Virginia. | Consultant / Advisor | - |
Former positions of Jamie Rooney
Companies | Position | End |
---|---|---|
Corient Capital Partners LLC
Corient Capital Partners LLC Investment ManagersFinance Corient Capital Partners LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was founded in 2015 and is a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Corient offers investment advisory services exclusively to a select number of ultra-affluent individuals, their families and their companies. | Chief Executive Officer | 01/04/2022 |
CIBC World Markets Corp.
CIBC World Markets Corp. Investment Banks/BrokersFinance Founded in 1969, CIBC World Markets Corp. is a broker/dealer located in New York City. The firm is a subsidiary of the Canadian Imperial Bank of Commerce. The firm provides a range of credit and capital market products, investment banking and merchant banking services in North America and worldwide. They offer a range of advisory services, as well as underwrite debt, credit and equity products for corporate, government and institutional clients. CIBC world Markets Corp. also provides equity products and services, fixed-income services, foreign exchange products and solutions, securitization and credit structuring services, as well as trades and distributes short-term debt instruments. In addition, the firm originates financial solutions including credit products for medium-sized businesses in Canada. They also provide private equity, mezzanine and bridge financing to companies in North America, Europe and Australia. The company is based in New York City | Corporate Officer/Principal | 01/01/2008 |
Reuters Group Plc
Reuters Group Plc Commercial Printing/FormsCommercial Services Reuters Group Plc a UK based company with its head office situated at London is a global information company providing information tailored for professionals in the financial services, media and corporate markets. Our information is trusted and drives decision making across the globe. It has a reputation for speed, accuracy and freedom from bias. Although it is best known as the world's largest international multimedia news agency, more than 90% of its revenue derives from our financial services business. It supplies news - text, graphics, video and pictures - to media organisations across the globe. It also provides news to businesses outside financial services as well as direct to consumers | Corporate Officer/Principal | 01/09/2002 |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Analyst-Equity | 01/06/1997 |
Freestone Capital Management LLC
Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Chief Executive Officer | - |
Training of Jamie Rooney
Washington University in St. Louis | Undergraduate Degree |
University of California, Los Angeles | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 6 |
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Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
Reuters Group Plc
Reuters Group Plc Commercial Printing/FormsCommercial Services Reuters Group Plc a UK based company with its head office situated at London is a global information company providing information tailored for professionals in the financial services, media and corporate markets. Our information is trusted and drives decision making across the globe. It has a reputation for speed, accuracy and freedom from bias. Although it is best known as the world's largest international multimedia news agency, more than 90% of its revenue derives from our financial services business. It supplies news - text, graphics, video and pictures - to media organisations across the globe. It also provides news to businesses outside financial services as well as direct to consumers | Commercial Services |
Freestone Capital Management LLC
Freestone Capital Management LLC Investment ManagersFinance Freestone Capital Management LLC (Freestone) is a SEC-registered investment advisor and wealth management firm headquartered in Seattle, Washington. The firm was founded by Gary Furukawa and Gary Smart in 1999 and is principally owned by Freestone Capital Holdings LLC. Freestone provides wealth management and investment advisory services to high net worth families and individuals on a discretionary or non-discretionary basis, typically through managed accounts. They also serve as investment manager to private funds. | Finance |
CIBC World Markets Corp.
CIBC World Markets Corp. Investment Banks/BrokersFinance Founded in 1969, CIBC World Markets Corp. is a broker/dealer located in New York City. The firm is a subsidiary of the Canadian Imperial Bank of Commerce. The firm provides a range of credit and capital market products, investment banking and merchant banking services in North America and worldwide. They offer a range of advisory services, as well as underwrite debt, credit and equity products for corporate, government and institutional clients. CIBC world Markets Corp. also provides equity products and services, fixed-income services, foreign exchange products and solutions, securitization and credit structuring services, as well as trades and distributes short-term debt instruments. In addition, the firm originates financial solutions including credit products for medium-sized businesses in Canada. They also provide private equity, mezzanine and bridge financing to companies in North America, Europe and Australia. The company is based in New York City | Finance |
Corient Capital Partners LLC
Corient Capital Partners LLC Investment ManagersFinance Corient Capital Partners LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was founded in 2015 and is a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Corient offers investment advisory services exclusively to a select number of ultra-affluent individuals, their families and their companies. | Finance |
Marlinspike Partners
Marlinspike Partners Investment ManagersFinance Marlinspike Partners LLC (Marlinspike Partners) is a venture capital firm founded in 2020 by Neil Keegan, Mislav Tolusic and Mark Turk. The firm is headquartered in Arlington, Virginia. | Finance |
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