Phil Jameson
Membre du Comité d'Investissement chez GW & Wade LLC
Profil
Mr. Philip P.
Jameson is a Counselor at GW & Wade LLC.
He advises clients in Boston and across the country, specializing in investment management, income and estate tax planning.
He is also a member of the firm’s Investment Committee.
He has been with GW & Wade since 1988.
Prior to joining GW & Wade, Mr. Jameson was a financial analyst with Boston Edison and an auditor with Coopers and Lybrand.
He received his BA in Economics degree from Harvard University, a graduate degree from Bentley University and an MBA from Columbia University.
He is a Certified Public Accountant.
Postes actifs de Phil Jameson
| Sociétés | Poste | Début |
|---|---|---|
GW & Wade LLC
 GW & Wade LLC Investment ManagersFinance GW & Wade LLC is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). GW & Wade provides investment management services primarily to high net-worth and other individuals and families, trusts, some ERISA plans, charitable organizations and foundations. | Membre du Comité d'Investissement | 01/09/1998 |
Anciens postes connus de Phil Jameson
| Sociétés | Poste | Fin |
|---|---|---|
| Coopers & Lybrand LLP | Corporate Officer/Principal | - |
Boston Edison Co.
 Boston Edison Co. Electric UtilitiesUtilities Boston Edison Co. is an energy delivery company engaged primarily in the transmission and distribution of energy. Boston Edison serves approximately 695,000 electric customers in the City of Boston and 39 surrounding communities. Boston Edison currently supplies electricity at retail to an area of 590 square miles. It also supplies electricity at wholesale for resale to municipal electric departments. The company is incorporated in 1886 and is a wholly owned subsidiary of NSTAR. It located in Boston, MA. | Corporate Officer/Principal | - |
Formation de Phil Jameson
| Harvard University | Undergraduate Degree |
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| Bentley University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
GW & Wade LLC
GW & Wade LLC Investment ManagersFinance GW & Wade LLC is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. The firm was founded by Roger Wade in 1986 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). GW & Wade provides investment management services primarily to high net-worth and other individuals and families, trusts, some ERISA plans, charitable organizations and foundations. | Finance |
Boston Edison Co.
Boston Edison Co. Electric UtilitiesUtilities Boston Edison Co. is an energy delivery company engaged primarily in the transmission and distribution of energy. Boston Edison serves approximately 695,000 electric customers in the City of Boston and 39 surrounding communities. Boston Edison currently supplies electricity at retail to an area of 590 square miles. It also supplies electricity at wholesale for resale to municipal electric departments. The company is incorporated in 1886 and is a wholly owned subsidiary of NSTAR. It located in Boston, MA. | Utilities |
| Coopers & Lybrand LLP | Commercial Services |
