Jim Waite
Portfolio Manager-Equities at Check Capital Management, Inc.
Jim Waite active positions
Companies | Position | Start | End |
---|---|---|---|
Check Capital Management, Inc.
Check Capital Management, Inc. Investment ManagersFinance Check Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Costa Mesa, California. The firm was founded by Steven G. Check in 1987 as Check & Associates Capital Management. CCM manages accounts for individuals, high-net-worth clients, retirement plans and corporate clients, among others. In addition, the firm serves as an investment manager to the Blue Chip Investor Fund. | Portfolio Manager-Equities | 2007-01-31 | - |
Career history of Jim Waite
Former positions of Jim Waite
Companies | Position | Start | End |
---|---|---|---|
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Corporate Officer/Principal | 1996-12-31 | - |
Griffin Financial Group LLC
Griffin Financial Group LLC Investment Banks/BrokersFinance Griffin Financial Group LLC is an investment bank that offers merger and acquisition advisory, financing, and strategic consulting services to both healthy and financially challenged businesses. The private company is based in King of Prussia, PA. The CEOs of the company are Matthew T. O'Leary, Scott Abercrombie. | Corporate Officer/Principal | 1991-12-31 | - |
Training of Jim Waite
California State University-Fullerton | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
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Check Capital Management, Inc.
Check Capital Management, Inc. Investment ManagersFinance Check Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Costa Mesa, California. The firm was founded by Steven G. Check in 1987 as Check & Associates Capital Management. CCM manages accounts for individuals, high-net-worth clients, retirement plans and corporate clients, among others. In addition, the firm serves as an investment manager to the Blue Chip Investor Fund. | Finance |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Finance |
Griffin Financial Group LLC
Griffin Financial Group LLC Investment Banks/BrokersFinance Griffin Financial Group LLC is an investment bank that offers merger and acquisition advisory, financing, and strategic consulting services to both healthy and financially challenged businesses. The private company is based in King of Prussia, PA. The CEOs of the company are Matthew T. O'Leary, Scott Abercrombie. | Finance |
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