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James B. Webber

Portfolio manager at WhaleRock Point partners

WhaleRock Point Partners LLC

United States, Rhode Island, Providence

About Me

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.

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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