Profiel
Mr. Jeroen B.
Braakman is an President & Chief Investment Officer at First American Trust Co. and an Executive Vice President, CIO & Managing Director at First American Specialty Insurance Co. He brings 25 plus years of experience with the firm in various management roles.
Currently, he oversees all Trust and Wealth Management activities of the firm.
He creates the vision and executes the strategy of the firm's expertise.
He ensures client goals are achieved with an experienced team of fiduciary and investment professionals.
As CIO, he oversees the investment outlook, portfolio strategy, asset allocation, risk management and investment processes.
He began his career at First American Trust in 1995 and during his tenure has held various operational and investment management positions.
Previous to his current responsibilities, he oversaw the management of First American's $2.3 billion corporate investment portfolio.
He holds a Master's degree in Business Administration and a Bachelor's degree in Economics from University of California, Irvine.
He continues his involvement with UCI as a member of the advisory board for UCI's Paul Merage School of Business Center for Investment and Wealth Management and as a member of the Dean's Leadership Circle for the School of Social Science.
Actieve functies van Jerry Braakman
Bedrijven | Functie | Begin |
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First American Trust Co.
First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations. | President | 01-01-2022 |
First American Specialty Insurance Co. (Investment Portfolio) | Chief Investment Officer | - |
Opleiding van Jerry Braakman
University of California, Irvine | Masters Business Admin |
Ervaring
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Bedrijven in privébezit | 2 |
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First American Trust Co.
First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations. | Finance |
First American Specialty Insurance Co. (Investment Portfolio) | Finance |