Wayne Carl Jamerson

Portfolio Manager-Equities at

Kovitz Investment Group Partners LLC

Finance

Consumer Services

Profile

Mr. Wayne C.
Jamerson is a Principal & Senior Wealth Manager at Kovitz Investment Group Partners LLC.
He has been in the financial services industry since 1996 and a Financial Advisor since 2000.
Prior to becoming a Financial Advisor, he was a research analyst in Chicago, and he draws on that experience to assist clients in pursuing their goals.
Mr. Jamerson works with individuals and families in net worth analysis review of current asset allocation, retirement planning, education planning and liability management.
He received his undergraduate degree from Colorado State University.

Wayne Carl Jamerson active positions

Companies	Position	Start
Kovitz Investment Group Partners LLC Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz primarily invests each of their client’s portfolios in equities (stocks) and/or fixed income (bond) securities that are considered out-of-favor and undervalued by the investing public. The philosophy also includes holding them until they have reached what their investment team believes is a reasonable fair value, or until the team finds equity candidates with what it believes are more attractive risk/reward attributes, or the particular equity’s risk/reward profile does not justify continued ownership. Their equity selection philosophy is based on adopting a business owner mentality and adhering to a Margin of Safety principle. The firm’s investment approach to fixed income investing stresses preservation of wealth.	Portfolio Manager-Equities	30/06/2024

All active positions of Wayne Carl Jamerson

Former positions of Wayne Carl Jamerson

Companies	Position	End
Institutional & Family Asset Management LLC Institutional & Family Asset Management LLC Investment ManagersFinance IFM Capital utilizes a combination of fundamental, technical and cyclical analysis when implementing their asset allocation strategy. The firm allocates assets primarily among various mutual funds, exchange traded funds (ETFs) and a third-party manager of separately managed accounts.	Director of Finance/CFO	30/06/2024

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Linked companies

Private companies	3
Colorado State University Colorado State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Institutional & Family Asset Management LLC Institutional & Family Asset Management LLC Investment ManagersFinance IFM Capital utilizes a combination of fundamental, technical and cyclical analysis when implementing their asset allocation strategy. The firm allocates assets primarily among various mutual funds, exchange traded funds (ETFs) and a third-party manager of separately managed accounts.	Finance
Kovitz Investment Group Partners LLC Kovitz Investment Group Partners LLC Investment ManagersFinance Kovitz primarily invests each of their client’s portfolios in equities (stocks) and/or fixed income (bond) securities that are considered out-of-favor and undervalued by the investing public. The philosophy also includes holding them until they have reached what their investment team believes is a reasonable fair value, or until the team finds equity candidates with what it believes are more attractive risk/reward attributes, or the particular equity’s risk/reward profile does not justify continued ownership. Their equity selection philosophy is based on adopting a business owner mentality and adhering to a Margin of Safety principle. The firm’s investment approach to fixed income investing stresses preservation of wealth.	Finance