Jerry Webber
Portfolio Manager-Equities at WhaleRock Point Partners LLC
Profile
Mr. James B.
Webber is a Portfolio Manager at WhaleRock Point Partners LLC.
He is a licensed investment representative with over 35 years of experience.
He has been a Private Trustee for numerous private trusts since 1996, has been on the Board of Directors for 501(c)(3) Team USA – United States Fly Fishing Competitive Team since 1997, and has been a member of the Providence Society of Financial Analysts since 2001.
For the last 17 years, Mr. Webber held the position of Vice President and Portfolio Manager at U S Trust, Bank of America Private Wealth Management and Fleet Financial Group.
There he provided customized investment management for individuals and institutions.
He graduated from Trinity College with a BS in 1971.
Jerry Webber active positions
| Companies | Position | Start |
|---|---|---|
WhaleRock Point Partners LLC
 WhaleRock Point Partners LLC Investment ManagersFinance WhaleRock Point Partners LLC (WhaleRock) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Providence, Rhode Island. The firm was founded by Bradley Dorman and Richard Cavanagh in 2006. WhaleRock advises, protects and invests the assets of families, endowments, foundations and institutional investors. | Portfolio Manager-Equities | 01/01/2003 |
Former positions of Jerry Webber
| Companies | Position | End |
|---|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
| Fleet Financial Group, Inc. | Corporate Officer/Principal | - |
| US Trust | Corporate Officer/Principal | - |
Training of Jerry Webber
| Trinity College (Connecticut) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Private companies | 3 |
|---|---|
WhaleRock Point Partners LLC
WhaleRock Point Partners LLC Investment ManagersFinance WhaleRock Point Partners LLC (WhaleRock) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Providence, Rhode Island. The firm was founded by Bradley Dorman and Richard Cavanagh in 2006. WhaleRock advises, protects and invests the assets of families, endowments, foundations and institutional investors. | Finance |
| US Trust | Finance |
| Fleet Financial Group, Inc. | Finance |
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