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Jamie Ebersole CFA CFP

Founder and CEO at Ebersole Financial LLC | CFA, CFP / Investment Management / Husband / Dad / Kid's sports coach / Amateur (very) Golfer
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Email: ****e@ebersolefinancial.com
Location: Wellesley Hills, Massachusetts, United States
Current employer:
Ebersole Financial LLC
Current title:
Founder and CEO
Last updated: 07/05/2025 14:36 PM
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About

Jamie Ebersole CFA CFP is from Wellesley Hills, Massachusetts, United States. Jamie is currently Founder and CEO at Ebersole Financial LLC, located in Wellesley Hills. In Jamie's previous role as a Board Member at Community Certified Development Corporation, Jamie worked in Community Certified Development Corporation Houston, Texas Area until Nov 2016. Prior to joining Community Certified Development Corporation, Jamie was a Managing Director at SL Capital Partners LLP and held the position of Managing Director at Boston. Prior to that, Jamie was a Managing Director - APEP at Allianz, based in New York, United States from Apr 2001 to Jul 2008. Jamie started working as Project Manager at Fireman's Fund Insurance Company in Mar 1999.

You can find Jamie Ebersole CFA CFP's email at finalscout.com. FinalScout is a professional database with business professional profiles and company profiles.

Jamie Ebersole CFA CFP's current jobs
Company: Ebersole Financial LLC
Title: Founder and CEO
Period: Mar 2014 - Present (11 years, 9 months)
Location: Wellesley Hills
Jamie Ebersole CFA CFP's past jobs
Company: Community Certified Development Corporation
Title: Board Member
Period: Jan 2007 - Nov 2016 (9 years, 10 months)
Location: Community Certified Development Corporation Houston, Texas Area
Company: SL Capital Partners LLP
Title: Managing Director
Period: Jan 2013 - Feb 2014 (1 year, 1 month)
Location: Boston
Company: Allianz
Title: Managing Director - APEP
Period: Apr 2001 - Jul 2008 (7 years, 3 months)
Location: New York, United States
Company: Fireman's Fund Insurance Company
Title: Project Manager
Period: Mar 1999 - Apr 2000 (1 year, 1 month)
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