Profil
Mr. Jeroen B. Braakman is an President & Chief Investment Officer at First American Trust Co. and an Executive Vice President, CIO & Managing Director at First American Specialty Insurance Co. He brings 25 plus years of experience with the firm in various management roles.
Currently, he oversees all Trust and Wealth Management activities of the firm.
He creates the vision and executes the strategy of the firm's expertise.
He ensures client goals are achieved with an experienced team of fiduciary and investment professionals.
As CIO, he oversees the investment outlook, portfolio strategy, asset allocation, risk management and investment processes.
He began his career at First American Trust in 1995 and during his tenure has held various operational and investment management positions.
Previous to his current responsibilities, he oversaw the management of First American's $2.3 billion corporate investment portfolio.
He holds a Master's degree in Business Administration and a Bachelor's degree in Economics from University of California, Irvine.
He continues his involvement with UCI as a member of the advisory board for UCI's Paul Merage School of Business Center for Investment and Wealth Management and as a member of the Dean's Leadership Circle for the School of Social Science.
Postes actifs de Jerry Braakman
| Sociétés | Poste | Début |
|---|---|---|
First American Trust Co.
First American Trust Co. Investment ManagersFinance First American seeks to provide diversified, risk-controlled investment portfolios designed to achieve superior investment performance for their clients over a complete market cycle. The firm invests primarily in Government Sponsored Enterprises (GSEs), supported by the US Treasury. They offer several investment strategies and implementations focused on preference for capital preservation, downside risk, growth, or income and value investing. | President | 01/01/2022 |
First American Specialty Insurance Co. (Investment Portfolio)
First American Specialty Insurance Co. (Investment Portfolio) Investment ManagersFinance Profile Unavailable. | Directeur en chef des Investissements | - |
Formation de Jerry Braakman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
First American Trust Co.
First American Trust Co. Investment ManagersFinance First American seeks to provide diversified, risk-controlled investment portfolios designed to achieve superior investment performance for their clients over a complete market cycle. The firm invests primarily in Government Sponsored Enterprises (GSEs), supported by the US Treasury. They offer several investment strategies and implementations focused on preference for capital preservation, downside risk, growth, or income and value investing. | Finance |
University of California, Irvine
University of California, Irvine Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
First American Specialty Insurance Co. (Investment Portfolio)
First American Specialty Insurance Co. (Investment Portfolio) Investment ManagersFinance Profile Unavailable. | Finance |
















