Jamie Wesner
Membre du Comité d'Investissement chez Marquette Associates, Inc.
Profil
Mr. James R.
Wesner, CFA MBA, is a Managing Director at Marquette Associates, Inc. An owner of the firm, he has been with the company since 2007 and has over 22 years of investment experience.
He serves as the primary investment consultant on several client relationships.
Mr. Wesner serves on the firm’s discretionary committee, endowment & foundation services committee, healthcare committee, and the alternative investment manager search committee.
Prior to joining Marquette, he worked in the debt capital markets division at Banc of America Securities.
Prior to Banc of America, he held positions with Nuveen Investments and PricewaterhouseCoopers.
He holds a B.B.A.
in finance from the University of Notre Dame and an M.B.A.
with distinction in finance and international business from Northwestern University’s Kellogg School of Management.
He is a CFA charterholder, a member of the CFA Society of Chicago.
Postes actifs de Jamie Wesner
Sociétés | Poste | Début |
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Marquette Associates, Inc.
Marquette Associates, Inc. Investment ManagersFinance Marquette Associates, Inc. (MAI) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1986, MAI provides investment consulting services to institutions, individuals, families, trusts, and charitable organizations or other business entities. | Membre du Comité d'Investissement | 01/01/2007 |
Formation de Jamie Wesner
University of Notre Dame | Undergraduate Degree |
Kellogg School of Management | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
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Marquette Associates, Inc.
Marquette Associates, Inc. Investment ManagersFinance Marquette Associates, Inc. (MAI) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. Founded in 1986, MAI provides investment consulting services to institutions, individuals, families, trusts, and charitable organizations or other business entities. | Finance |