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Career history of Sara J. Freer
Former positions of Sara J. Freer
Companies | Position | Start | End |
---|---|---|---|
New England Research & Management, Inc.
![]() New England Research & Management, Inc. Investment ManagersFinance New England Research & Management, Inc. (NERM) is an independent registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Lee R. Forker in 1978. NERM offers investment management services to high net worth individuals and families, revocable and irrevocable trusts, retirement and pension accounts, custodian accounts, foundations, and estates on a discretionary basis. | Compliance Officer | 2005-12-31 | - |
Trading-Equity | 2005-12-31 | - | |
Portfolio Manager-Equities | 2005-12-31 | - | |
Portfolio Manager-Fixed Income | 2005-12-31 | - | |
Trading-Fixed Income | 2005-12-31 | - |
Training of Sara J. Freer
Wheaton College (Massachusetts) | Undergraduate Degree |
The University of Chicago Booth School of Business | Masters Business Admin |
Statistics
International
United States | 4 |
Operational
Compliance Officer | 1 |
Trading-Equity | 1 |
Portfolio Manager-Equities | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
---|---|
New England Research & Management, Inc.
![]() New England Research & Management, Inc. Investment ManagersFinance New England Research & Management, Inc. (NERM) is an independent registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Lee R. Forker in 1978. NERM offers investment management services to high net worth individuals and families, revocable and irrevocable trusts, retirement and pension accounts, custodian accounts, foundations, and estates on a discretionary basis. | Finance |
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