My name is Jerry Webber. I have been an Investment Advisor and Portfolio Manager for 30 years. I enjoy helping individuals and their families protect their wealth and grow their assets. I also work with accountants and attorneys to assist their clients with manager selection, investment choices, estate planning, and tax planning. I have been investing over many investment cycles and events. These days, constructing a portfolio to produce the desired income and growth target is challenging. As the economy improves, interest rates will rise providing opportunities and dangers for investors.
James B. Webber
Portfolio manager at WhaleRock Point partners
WhaleRock Point Partners LLC
United States, Rhode Island, Providence
About Me
Profile Information
Portfolio manager at WhaleRock Point partners
WhaleRock Point Partners LLC
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Providence
Rhode Island
United States
Jul 31, 2024
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