Skip to Main Content

Please be wary of fraudsters who may attempt to impersonate Cambridge Associates employees. Recently, reports have increased of scams that start with unsolicited invitations to join WhatsApp groups for sharing investment strategies or “stock tips.” Cambridge Associates does not participate in such activities. Avoid sharing personal details or conducting sales with unverified individuals. Report incidents to local authorities and the website owner. WhatsApp scammers may be reported here. For additional information, click here.

Jamie Polanco

Cohort Facilitator, In Three Generations

As a member of a successful family, Jamie Polanco assists and educates families navigating the impact of wealth and building legacy. Having the unique position of being adopted into a prosperous family and providing opportunities once not thought possible, Jamie is able to speak to living on both sides of wealth. These unique experiences shape her ability to inspire others from the stage giving a keynote presentation, or across the table during individual or group coaching. Jamie has a gift for navigating decision-making, planning with purpose, and defining family goals and impact.

With a focus on wealth creators as well as rising gen family members, Jamie is able to bring personal experience and multi-generational understanding to her clients and groups. She focuses on individual growth and experiences of each family member and looks forward to goal setting and planning for productive, meaningful lives for her clients.

Jamie is a certified Life Coach through The Institute for Life Coaching and has spent the last three years in continuing education concerning rising generations, empowering women, and building legacy. She is a current member of the Purposeful Planning Institute and actively co-facilitates RisingGen cohorts. Within her own family as a generation 4, Jamie sits on the Family Counsel and Investment Committee.

Her education and other professional experience include a Bachelor of Science degree in education with a focus on special education, where she spent years listening, learning and advocating for the needs of others. She also has experience as a crisis counselor for the Tarrant County Women’s Center helping individuals and families navigate adversity.

Raised in Texas and following many moves around the country, Jamie currently resides in New York with her husband, children, and four dogs.

This website is directed and intended to be accessed by persons who satisfy any of the following criteria:

  1. A professional client or an eligible counterparty*
  2. A financial advisor or financial intermediary acting on behalf of a professional client or eligible counterparty*
  3. An employee or prospective employee

If you satisfy any of these criteria, please click confirm to proceed:

Please check this box to remember my choice

*As defined in the Markets in Financial Instruments Directive (Directive 2014/65/EC) as amended or updated (MiFID)

This website is directed and intended to be accessed by persons who satisfy any of the following criteria:

  1. A regulated financial entity*
  2. An institutional investor, investment professional and other entities or individuals who are qualified to operate in financial markets involving regulated financial activity as defined by its local country regulator
  3. An employee or prospective employee

If you satisfy any of these criteria, please click confirm to proceed:

Please check this box to remember my choice

*An entity regulated by its local country regulator which may include banks, collective investment schemes, endowments, foundations, investment managers, insurance companies, pension funds and intermediaries

The information contained herein is not suitable for retail investors.

Please contact us if you have any questions: ContactCA@cambridgeassociates.com

If you clicked decline in error, please click here