美国 马萨诸塞州 Wellesley Hills
7435 位关注者 500+ 位好友

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Jamie Ebersole is the founder and CEO of Ebersole Financial LLC, a firm that helps…

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动态

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工作经历和教育背景

  • Ebersole Financial LLC

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资格认证

志愿者经历

  • Rosie's Place图片

    Audit/Finance Committee Member

    Rosie's Place

    - 至今 9 年 10 个月

    社会服务

    Rosie's Place was founded in 1974 as the first women’s shelter in the United States. Our mission is to provide a safe and nurturing environment that helps poor and homeless women maintain their dignity, seek opportunity and find security in their lives.

  • Community Board Member

    The Community Fund for Wellesley

    - 5 年 11 个月

    社会服务

    Chairman of the Community Board (2018-2021)
    Chairman of the Grants Committee (2016-2018)
    Community Board Member (2015-2016)

  • Financial Planning Association of Massachusetts图片

    Career Development Committee

    Financial Planning Association of Massachusetts

    - 至今 10 年 8 个月

    I am working with several colleagues to launch a mentoring program for members of the Massachusetts chapter of the FPA. If you are an FPAMA member and have an interest in being either a mentor or a mentee, please sign up.

  • Financial Planning Association (FPA)图片

    Peer Review Board - Journal of Financial Planning

    Financial Planning Association (FPA)

    - 至今 7 年 5 个月

    教育经历

    Review and comment on pre-publication articles of interest for the FPA's Journal of Financial Planning in the areas of personal finance, investments and insurance.

  • Town Meeting Member - Precinct E

    Town of Wellesley, MA

    - 2 年 1 个月

    政治

  • Boston Estate Planning Council (BEPC)图片

    Golf Committee Member (2015-2016)

    Boston Estate Planning Council (BEPC)

  • The Boston Security Analysts Society图片

    Putting Investors First Task Force

    The Boston Security Analysts Society

    - 至今 10 年 7 个月

    经济援助

  • The Boston Security Analysts Society图片

    Alternatives and Real Assets Committee (2015-2016)

    The Boston Security Analysts Society

    - 至今 10 年 2 个月

    教育经历

出版作品

  • Voices: Jamie Ebersole on Enhancing a Solo Business Through Informal Partnerships

    Wall Street Journal

    Being an independent solo practitioner has many benefits for both advisers and clients. Chief among them is the ability to provide highly customized services and advice. There are challenges to being a solo advisor, though, including the lack of infrastructure of large firms. However, connecting with other solo advisers can be a substitute for many of the benefits of working at a large financial firm.

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课程

  • Calculus I

    -

  • Calculus II

    -

  • Intro to Accounting

    -

  • Linear Algebra

    -

  • Mathematical Economics

    -

语言能力

  • German

    中高级 (商务会话)

  • Spanish

    中高级 (商务会话)

参与组织

  • Boston Estate Planning Council

    Member

    - 至今

  • FPA of MA

    Member

    - 至今

  • Boston Security Analysts Society, Inc.

    -

  • CFA Institute

    CFA Charterholder

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