Profile
Mr. James A. Rooney is a Senior Partner, Chief Executive Officer & Board Member at Sapient Capital LLC.
He has over 25 years of experience in private wealth, asset management, investment banking, and private equity.
Mr. Rooney was previously employed as a Chief Executive Officer by Corient Capital Partners LLC, a Senior Partner & Chief Executive Officer by Freestone Capital Management LLC, an Executive Director by CIBC World Markets Corp., an Associate by Reuters Group Plc, and an Analyst by Lehman Brothers, Inc.
He holds a B.A. in Business Administration from Washington University in St. Louis and his MBA from the Anderson School at UCLA.
Jamie Rooney active positions
| Companies | Position | Start |
|---|---|---|
Sapient Capital LLC
Sapient Capital LLC Investment ManagersFinance Provides investment advice | Chief Executive Officer | 01/05/2024 |
Former positions of Jamie Rooney
| Companies | Position | End |
|---|---|---|
Corient Capital Partners LLC
Corient Capital Partners LLC Investment ManagersFinance Corient utilizes a combination of fundamental, technical, and behavioral finance methods of analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory (MPT). The firm invests in a broad array of asset classes and offerings, including private equity, real estate, hedge funds and other alternative investments. | Chief Executive Officer | 01/04/2022 |
CIBC World Markets Corp.
CIBC World Markets Corp. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/2008 |
Reuters Group Plc
Reuters Group Plc Commercial Printing/FormsCommercial Services Supplies the global business community and media with real time financial data and news services. | Corporate Officer/Principal | 01/09/2002 |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Analyst-Equity | 01/06/1997 |
Freestone Capital Management LLC
Freestone Capital Management LLC Investment ManagersFinance Freestone emphasizes long-term investments in a diversified portfolio intended to meet the advisory client’s long-term financial objectives. The firm combines their internal expertise in traditional and alternative asset categories with external expertise in domestic and global equity, domestic and global fixed income and alternative investments. Freestone believes that reducing risk is more important than short-term performance. | Chief Executive Officer | - |
Training of Jamie Rooney
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 8 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Washington University in St. Louis
Washington University in St. Louis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Reuters Group Plc
Reuters Group Plc Commercial Printing/FormsCommercial Services Supplies the global business community and media with real time financial data and news services. | Commercial Services |
Freestone Capital Management LLC
Freestone Capital Management LLC Investment ManagersFinance Freestone emphasizes long-term investments in a diversified portfolio intended to meet the advisory client’s long-term financial objectives. The firm combines their internal expertise in traditional and alternative asset categories with external expertise in domestic and global equity, domestic and global fixed income and alternative investments. Freestone believes that reducing risk is more important than short-term performance. | Finance |
University of California, Los Angeles
University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CIBC World Markets Corp.
CIBC World Markets Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Corient Capital Partners LLC
Corient Capital Partners LLC Investment ManagersFinance Corient utilizes a combination of fundamental, technical, and behavioral finance methods of analysis while employing an asset allocation strategy based on a derivative of Modern Portfolio Theory (MPT). The firm invests in a broad array of asset classes and offerings, including private equity, real estate, hedge funds and other alternative investments. | Finance |
Sapient Capital LLC
Sapient Capital LLC Investment ManagersFinance Provides investment advice | Finance |
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