Profiel
Jan R.
Winters, JD, CFP joined AMBS Investment Counsel, LLC in 2007.
She is President and a Principal of the firm.
Jan is responsible for coordinating contact and implementing strategy for many of AMBS' Institutional and Private Clients.
She is also responsible for the day-to-day management of Client Service, Sales, Operations and Compliance at AMBS.
Jan attends meetings of the AMBS Investment Committee, which enables her to possess an in-depth understanding of current portfolio holdings and positioning.
Jan has been in the trust and investment business since 1990, spending most of her career at Old Kent/Fifth Third Bank where she was most recently Vice President in the Private Client Group.
She graduated from Calvin College earning a BS in 1977 and completed her graduate work at DePaul University in 1981, earning her MA.
She completed her Juris Doctor from Loyola University of Chicago School of Law in 1985.
Eerdere bekende functies van Jan Rupke Winters
Bedrijven | Functie | Einde |
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Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Corporate Officer/Principal | - |
AMBS Investment Counsel LLC
AMBS Investment Counsel LLC Investment ManagersFinance Founded in 1982, AMBS Investment Counsel LLC is a registered investment advisor located in Grand Rapids, Michigan. The firm is owned by their principals and Convergent Capital Management LLC, a strategic partner. Their ultimate parent is City National Corp. (NYSE: CYN). AMBS Investment Counsel manages assets for corporate and public retirement plans, foundations and endowments and also manages funds for wealthy individuals and families. | President | - |
Opleiding van Jan Rupke Winters
Loyola University of Chicago | Graduate Degree |
Calvin University | Undergraduate Degree |
DePaul University | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 2 |
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AMBS Investment Counsel LLC
AMBS Investment Counsel LLC Investment ManagersFinance Founded in 1982, AMBS Investment Counsel LLC is a registered investment advisor located in Grand Rapids, Michigan. The firm is owned by their principals and Convergent Capital Management LLC, a strategic partner. Their ultimate parent is City National Corp. (NYSE: CYN). AMBS Investment Counsel manages assets for corporate and public retirement plans, foundations and endowments and also manages funds for wealthy individuals and families. | Finance |
Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Finance |