![Jamie W. Verity](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profile
Mr. Jamie W.
Verity is Vice President at Kobren Insight Management, Inc. Prior to joining Kobren Insight Management in 1992, he was a Vice President and Investment Center Manager for Charles Schwab.
He also served clients as a registered representative at Olde Brokerage.
Mr. Verity has received a B.A.
in business with a minor in economics from Plymouth State College.
Former positions of Jamie W. Verity
Companies | Position | End |
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Adviser Investments Acquisition Co. LLC
![]() Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Portfolio Manager-Equities | 2012-02-29 |
CHARLES SCHWAB | Corporate Officer/Principal | - |
Training of Jamie W. Verity
Plymouth State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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CHARLES SCHWAB | Finance |
Private companies | 1 |
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Adviser Investments Acquisition Co. LLC
![]() Adviser Investments Acquisition Co. LLC Investment ManagersFinance Formed in 1994, Adviser Investments Acquisition Co. LLC (AIA) is a registered investment advisor located in Newton, Massachusetts. The firm is a successor to Kobren Insight Management, Inc., an investment advisor that was formed in 1987. AIA purchased substantially all of the assets and liabilities of Kobren Insight Management, Inc. in March 2011 from E*Trade Financial Corp. The firm is a subsidiary of Adviser Investment Management, Inc. AIA offers investment advisory services to individual investors, pension and profit sharing plans, trusts, estates or charitable organizations and privately-held businesses. | Finance |
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