Profile
Mr. Jacob Bleicher, CFA MBA, is a Co-Portfolio Manager at CWM LLC.
He plays a key role in researching companies to identify potential investment holdings.
He is a member of the Beta Gamma Sigma honor society.
Prior to joining Carson Wealth, Mr. Bleicher worked as a Financial Analyst at SilverStone Group, Inc
He earned his BS degree in Chemistry and MBA from Creighton University.
He also received his Master’s of Securities Analysis and Portfolio Management.
He is a CFA charterholder.
Jake Bleicher active positions
| Companies | Position | Start |
|---|---|---|
CWM LLC
 CWM LLC Investment ManagersFinance CWM LLC is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2010 and is a wholly-owned subsidiary of Carson Group Holdings LLC. CWM manages investment portfolios for individual clients, high net-worth families, foundations, endowments, and institutional investors. They also provide personal financial planning and investment advice. | Analyst-Equity | 31/05/2013 |
Former positions of Jake Bleicher
| Companies | Position | End |
|---|---|---|
SilverStone Group, Inc.
 SilverStone Group, Inc. Investment ManagersFinance SilverStone Group, Inc. engages in the provision of insurance services that offers risk management and employee benefits. Its services include HR consulting, property and casualty coverage, risk management, employee benefits, business insurance, and financial planning services. The company was founded by Ruth Nelson and H. H. Nelson in 1945 and is headquartered in Omaha, NE. | Corporate Officer/Principal | 30/05/2013 |
Training of Jake Bleicher
| Creighton University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
SilverStone Group, Inc.
SilverStone Group, Inc. Investment ManagersFinance SilverStone Group, Inc. engages in the provision of insurance services that offers risk management and employee benefits. Its services include HR consulting, property and casualty coverage, risk management, employee benefits, business insurance, and financial planning services. The company was founded by Ruth Nelson and H. H. Nelson in 1945 and is headquartered in Omaha, NE. | Finance |
CWM LLC
CWM LLC Investment ManagersFinance CWM LLC is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2010 and is a wholly-owned subsidiary of Carson Group Holdings LLC. CWM manages investment portfolios for individual clients, high net-worth families, foundations, endowments, and institutional investors. They also provide personal financial planning and investment advice. | Finance |
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