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REPRESENTATIVE CLIENT LIST (PARTIAL)

  • Altfest Personal Wealth Management
  • Ameriprise
  • Beacon Hill Fund Services
  • Berkshire Hathaway (TPC)
  • BofA/Merrill Lynch
  • BMO Harris
  • CFA Institute*
  • City National Bank
  • Clifford Swan Investment Counsel
  • Cornell University Investment Office
  • Convergent Capital Management
  • Convergent Wealth Advisors
  • FLAG Capital
  • Group 2020
  • Guggenheim Partners
  • Hewitt EnnisKnupp
  • Investment Adviser Association
  • Integra Capital
  • Matthews International
  • Mid-Continent Capital
  • Morgan Stanley Smith Barney
  • NAPFA
  • Northern Trust Global Investments
  • Neuberger Berman
  • Nuveen Investments
  • NWQ
  • PAICR
  • ProFund Advisors LLC
  • Quoniam Asset Mgmt (Frankfurt)
  • SKBA Capital Management
  • Teacher Retirement System of Texas
  • Tolleson Wealth Management
  • UBS
  • Weitz Investments
  • William Blair & Company
  • The World Bank

*JZA Coaching has also presented to more than 35 CFA Societies in seven countries

Jamie Quote