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Meet the Team at Ebersole Financial LLC

Our founder's journey began as the son of two CPAs. Being involved in the family business from a young age introduced Jamie to the world of numbers. It also introduced him to a way of doing business that always put the client first. Over the years, the virtues of saving, long-term investing and hard work were continually reinforced through frequent conversations with his grandmother, who was an ardent investor in the stock market, his father, a CPA and early CFP holder and his mother, a CPA and former math teacher. Seeing too many tax seasons up close and personal taught Jamie that he didn't want to join the family business but instead use his interest in numbers to help others achieve their financial goals and dreams.  After many years of education including two MBA degrees, a Master's degree in History, a CFA Charter and a CFP certificate, and a career in institutional investment management, Jamie founded Ebersole Financial LLC in 2014 to fulfill his vision of bringing independent, institutional-quality advice to individuals and families.

Jamie Ebersole, CFA, CFP Photo Jamie Ebersole, CFA, CFP Hover Photo

Jamie Ebersole, CFA, CFP

Founder and CEO

JAMIE@Ebersolefinancial.com


Jamie Ebersole, CFA, CFP®

Jamie Ebersole is the Founder and CEO of Ebersole Financial LLC. 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), a CFA® charterholder and a member of the CFA Institute (Chartered Financial Analysts). He is an active member of the FPA of Massachusetts (Financial Planning Association), serving on their Career Development Committee.   He is also a member of the CFA Society Boston and the Boston Estate Planning Council.

An active community member, Jamie has served in local town government, and has been the Chairman of the community board  for The Fund for Wellesley.  He is also actively involved with Rosie’s Place in Boston as a member of the Audit and Finance committee. 

Learn More About Me


If you had a million dollars to spend, what would be the first three things you would buy? 

I'd buy an RV so my wife and I could take our kids on a road trip around the US to visit our national parks, then plane tickets for our widely-strewn friends/family to come visit us in Wellesley. The remainder I would donate to charity.

What’s the most likely place people could find you on a Saturday night?

Sitting on the couch next to my wife as we try to recuperate from our day with the kids. 

Imagine being approached by a genie who offers you three wishes. What might those wishes be?
I’d wish for a cure for cancer, a day with each of my grandparents and for my family to have perfect health.  

If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?

Take advantage of all of the opportunities around you and live in the moment. We waste a lot of time "living" in the future and not appreciating today.