Jamie Ebersole

Personal Finance, Retirement, Investing
“Jamie Ebersole, Founder & CEO at Ebersole Financial, is committed to helping his clients achieve their financial goals for the next year, the next decade and the next generation.”

Ebersole Financial

Job Title:

Founder & CEO


Jamie Ebersole is the Founder and CEO of Ebersole Financial. He enjoys interacting personally with all clients and oversees all accounts, utilizing his comprehensive knowledge of investment strategies, risk management, asset allocation models, retirement planning, and income tax and gift planning for high net-worth individuals and their families.

Prior to founding Ebersole Financial, Jamie spent 15 years working with large financial institutions helping them reach their investment goals. During that time, he was responsible for the oversight and management of investment programs of more than $1.5 billion on behalf of those clients.

Early in his career Jamie worked in the financial planning and mutual fund accounting businesses. Following his MBA studies, Jamie spent the next 15 years working for Allianz Private Equity Partners (part of the Allianz Group) in New York and later SL Capital Partners (part of the Standard Life Group) in Boston, managing private equity investments on behalf of institutional investors, including insurance companies, public and private pension funds and family offices. As Managing Director at each firm, he was a member of the investment committee and responsible for setting investment strategy. Jamie has extensive experience dealing with family businesses, as the child, brother and grandson of small business owners, and he relishes now being a member of  the family business community himself.

Jamie earned both a Bachelors and Masters degree from Tufts University here in the Boston area. He later earned an MBA from The Red McCombs School of Business at the University of Texas at Austin and an MBA from the Pontificia Universidad Catolica de Chile in Santiago, Chile. Jamie has lived overseas for extended periods of time including stints in Munich, Germany, Santiago, Chile, London, England and Vienna, Austria.

Jamie is a Certified Financial Planner® (CFP) practitioner, a CFA charterholder and a member of the CFA Institute (Chartered Financial Analysts). He is an active member of the FPA (Financial Planning Association), serving on their Career Development Committee. He is also a member of the Boston Society of Securities Analysts and serves on their Alternatives and Real Assets Committee. Allowing him to bring one of his personal passions into his professional life, Jamie also serves as a Golf Committee Member for the Boston Estate Planning Council.

An active community member, Jamie serves in local town government, and is a community board member for The Fund for Wellesley. He is also an Audit/Finance Committee Member for Rosie’s Place in Boston.


BA, Tufts University
MA, Tufts University
MBA, The University of Texas at Austin
MBA, Universidad Catolica de Chile

Assets Under Management:

$6 million

Fee Structure:


CRD Number:


  • Jamie Ebersole CEO of Ebersole Financial LLC
All Articles
Sort By:
Most Helpful
October 2017

All Answers
Sort By:
Most Helpful
What is the difference between private equity and venture capital?
85% of people found this answer helpful

Private Equity (PE) and Venture Capital (VC) are investing strategies that sit at the end of a spectrum of private company investments. VC sits on one extreme and focuses on investing in a range of start-up and growth companies before they become profitable. Because these companies have limited operating history and limited profits, if any, they cannot access the public markets to help finance them in normal times. Thus, they require private investors to provide funding to help them reach their potential. Most VC-backed companies fail and a venture capitalist is considered to be doing a good job if 4 companies in a portfolio of 20 generate positive returns. Given the high level of risk and company failure, venture capitalists expect these 4 companies to generate huge returns (10x+ their initial investments) to compensate for the losers.

Most positive exits occur through IPOs, although strategic M&A is a major exit strategy these days. PE sits on the other extreme of the spectrum and invests in mainly mature, profitable companies and some growth companies that can handle leverage to help generate investor returns. PE investors typically invest in the equity of private companies and use leverage to fill the valuation gap. Valuations are generally based upon a measure of modified cash flow, EBITDA. PE companies are able to tap the public and private financing markets to finance their operations, due to their size and positive operating history. PE investors will typically have 10 to 15 companies in a portfolio and will expect all of them to generate positive returns with low losses. Any returns over a 3x multiple of invested capital are considered to be a home run as most PE investors will target 2x returns and IRRs in the mid-to-high teens on a single investment.  PE investors typically sell their companies to other PE firms, strategic acquirers, or through IPOs. 

November 2016
    Mutual Funds
Why do some closed-end mutual funds trade above or below their net asset values?
65% of people found this answer helpful
November 2016
What is the difference between a hedge fund and a private equity fund?
64% of people found this answer helpful
October 2016
    Mutual Funds
If I want to pull my money out of mutual funds during a market correction, where should I move them to avoid a dip in value?
50% of people found this answer helpful
February 2018
    Debt, Estate Planning, Investing, Taxes, Women & Money
What should I do with a four million dollar inheritance?
50% of people found this answer helpful
March 2018