James B. Webber | Portfolio Manager

 Role: Portfolio Manager, Equities

Education: Trinity College

Jerry is a licensed investment adviser with over 35 years of experience.

Jerry joined WhaleRock in 2009, prior to that he held the position of Vice President and Portfolio Manager at U S Trust, Bank of America Private Wealth Management, and Fleet Financial Group. There he provided customized investment management for individuals and institutions.

Jerry has been a Private Trustee for numerous private trusts since 1996, has been on the Board of Directors for 501(c)(3) Team USA – United States Fly Fishing Competitive Team since 1997, and has been a member of the Providence Society of Financial Analysts since 2001. He is an avid fly fisherman, having fished extensively in Montana, Iceland, and Maine, where he was previously a portfolio manager. Jerry graduated from Trinity College with a BS in 1971.