July 23, 2014 6:00 PM ET

Capital Markets

Company Overview of Windermere Investment Associates, Inc.

Executive Profile

Nancy L. Jacob Ph.D.

President and Managing Principal, Windermere Investment Associates, Inc.
AgeTotal Calculated CompensationThis person is connected to 19 Board Members in 19 different organizations across 17 different industries.

See Board Relationships
71--

Background

Dr. Nancy L. Jacob, Ph.D. serves as the President and Managing Principal at Windermere Investment Associates, Inc. Dr. Jacob founded WIA in January 1997. Prior to that, she was Chairman and Chief Executive Officer at CTC Consulting, Inc. from 1993-1996, before founding WIA in January 1997. She has served as a Portfolio Manager and Consultant full-time since 1989. From 1981-1988, she served as Dean of the Graduate School of Business and Professor of Finance at the University ...

Corporate Headquarters

121 SW Morrison
Portland, Oregon 97204

United States

Phone: 503-228-3941
Fax: 503-228-3989

Board Members Memberships

Chairman of Nominating and Governance Committee and Member of Board of Trustees
1979-Present
Trustee, Chairman of Nominating & Governance Committee, Member of Executive Committee, Member of Investment Committee and Member of Operations Committee
1979-Present
Chairman, Chairman of Executive Committee, Chairman of Nominating & Governance Committee and Chairman of Investment Committee
1979-Present
Chairman of the Board of Trustees, Chairman of Executive Committee, Chairman of Nominating & Governance Committee and Chairman of Investment Committee
1979-Present
Trustee, Chairperson of Nominating & Governance Committee, Member of Investment Committee and Member of Operations Committee
1999-Present
Independent Trustee, Chairman of Nominating & Governance Committee, Chairman of Executive Committee, Member of Investment Committee and Member of Operations Committee
1999-N/A
Former Trustee, Chairman of Nominating & Governance Committee, Chairman of Executive Committee, Member of Investment Committee and Member of Operations Committee
1999-Present
Chairman, Chairman of Executive Committee, Chairman of Nominating & Governance Committee, Member of Investment Committee and Member of Operations Committee
1999-Present
Trustee, Chairman of Nominating & Governance Committee, Chairman of Executive Committee, Member of Investment Committee and Member of Operations Committee
1999-Present
Independent Trustee, Chairman of Executive Committee, Chairman of Nominating & Governance Committee, Member of Investment Committee and Member of Operations Committee
1999-Present
Trustee, Chairman of Executive Committee, Chairman of Nominating & Governance Committee, Member of Investment Committee and Member of Operations Committee
1999-Present
Trustee
1999-Present
Trustee, Chairman of Nominating & Governance Committee, Chairman of Executive Committee, Member of Investment Committee and Member of Operations Committee
1999-N/A
Former Trustee, Chairman of Nominating & Governance Committee, Chairman of Executive Committee, Member of Investment Committee and Member of Operations Committee
1999-N/A
Former Chairman, Chairman of Executive Committee, Chairman of Nominating & Governance Committee, Member of Investment Committee and Member of Operations Committee
1999-Present
Trustee, Chairman of Nominating & Governance Committee, Chairman of Executive Committee, Member of Investment Committee and Member of Operations Committee
1999-Present
Chairman, Chairman of Nominating & Governance Committee, Chairman of Executive Committee, Member of Investment Committee and Member of Operations Committee
1999-N/A
Former Chairman, Chairman of Executive Committee, Chairman of Nominating and Governance Committee, Member of Investment Committee and Member of Operations Committee
1999-Present
Trustee, Chairman of Nominating & Governance Committee, Chairman of Executive Committee, Member of Investment Committee and Member of Operations Committee
1999-N/A
Former Chairwoman, Chairman of Nominating and Governance Committee, Chairman of Executive Committee, Member of Investment Committee and Member of Operations Committee
1999-Present
Trustee, Chairman of Nominating & Governance Committee, Chairman of Executive Committee, Member of Investment Committee and Member of Operations Committee
1999-Present
Trustee, Chairman of Nominating & Governance Committee, Chairman of Executive Committee, Member of Investment Committee and Member of Operations Committee
1999-Present
Independent Trustee, Chairman of Nominating and Governance Committee, Chairman of Executive Committee, Member of Investment Committee and Member of Operations Committee
1999-N/A
Former Chairman, Chairman of Nominating and Governance Committee, Chairman of Executive Committee, Member of Investment Committee and Member of Operations Committee
2001-Present
Chairman, Chairman of Nominating & Governance Committee, Chairman of Executive Committee and Chairman of Finance Committee

Education

BA
University of Washington
PhD
University of California, Irvine

Other Affiliations

Annual Compensation

There is no Annual Compensation data available.

Stocks Options

There is no Stock Options data available.

Total Compensation

There is no Total Compensation data available.
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

COMPETITOR COMPENSATION

There is no Competitor Compensation data available.

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Windermere Investment Associates, Inc., please visit . Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.