Profile
Mr. Romrell began his career in the investment industry in 1992, joining the investment consulting firm Dorn, Helliesen & Cottle (now part of Milliman USA) as an Associate.
In 1996, he joined Watson Wyatt Investment Consulting as a Consultant.
Mr. Romrell joined Back Bay Advisors as Vice President in 1998, Mellon Capital as Vice President in 2000, and Wentworth, Hauser and Violich in 2003.
He was awarded the Chartered Financial Analyst ® designation in 1995.
Mr. Romrell received a BBA from Boise State University in 1992.
Former positions of Jeffrey Kent Romrell
| Companies | Position | End |
|---|---|---|
WHV Investments, Inc.
 WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Sales & Marketing | 2013-03-30 |
| Back Bay Advisors LP | Corporate Officer/Principal | 2002-12-30 |
Dorn, Helliesen & Cottle, Inc.
 Dorn, Helliesen & Cottle, Inc. Investment ManagersFinance Dorn, Helliesen & Cottle, Inc. provided investment consulting services. The company was headquartered in San Francisco, CA. | Corporate Officer/Principal | 1995-12-30 |
Training of Jeffrey Kent Romrell
| Boise State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
WHV Investments, Inc.
WHV Investments, Inc. Investment ManagersFinance Founded in 1937, WHV Investments, is a registered investment advisor headquartered in San Francisco, California. The firm is wholly-owned by Laird Norton Investment Management, Inc., a holding company that is owned by Laird Norton Co. LLC. The firm manages discretionary and non-discretionary accounts that are invested in equity securities for the following types of clients: institutional clients (including proprietary and third-party mutual funds, pension and profit sharing plans, trusts, estates, charitable organizations, governmental entities, business entities, and private funds) and individual clients; clients in broker-sponsored wrap programs or wrap fee programs; clients in UMA Programs; and sponsors of UMA Programs where they provide the advisory services to the sponsors rather than to the underlying UMA clients. | Finance |
| Back Bay Advisors LP | Finance |
Dorn, Helliesen & Cottle, Inc.
Dorn, Helliesen & Cottle, Inc. Investment ManagersFinance Dorn, Helliesen & Cottle, Inc. provided investment consulting services. The company was headquartered in San Francisco, CA. | Finance |
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