Storia della carriera di Angela Raitzin
Precedenti posizioni note di Angela Raitzin
Società | Posizione | Inizio | Fine |
---|---|---|---|
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Gestore di Portafoglio-Azioni | 01/10/2015 | 01/04/2023 |
Constellation Wealth Advisors LLC
Constellation Wealth Advisors LLC Investment ManagersFinance Founded in 2007 by Paul Tramontano and Jon Goldstein, Constellation Wealth Advisors LLC is an independent multi-family investment office and registered investment advisor headquartered in New York City. The firm is also registered as a securities broker-dealer with the SEC, the MSRB and the NFA and is registered with FINRA. | Gestore di Portafoglio-Azioni | 01/04/2013 | 01/09/2015 |
Morton Capital Management LLC
Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles. | Corporate Officer/Principal | 01/05/2011 | 31/12/2012 |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Vendite Istituzionali | - | 01/04/2011 |
Trading-Fixed Income | - | 01/04/2011 | |
JPMorgan Chase Bank, NA (Boston, Massachusetts)
JPMorgan Chase Bank, NA (Boston, Massachusetts) Financial ConglomeratesFinance JPMorgan Chase Bank NA is a fund distributor located in Boston. The firm is a subsidiary of JPMorgan Securities LLC. Their ultimate parent is JPMorgan Chase & Co., Inc. (NYSE: JPM) | Corporate Officer/Principal | 30/03/2008 | 30/03/2008 |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Corporate Officer/Principal | 31/12/2005 | 31/12/2005 |
Formazione di Angela Raitzin
The University of Texas at Austin | Undergraduate Degree |
SMU-Cox School of Business | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 9 |
Posizioni
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Institutional Sales | 1 |
Settori
Finance | 7 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 6 |
---|---|
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Finance |
Morton Capital Management LLC
Morton Capital Management LLC Investment ManagersFinance Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles. | Finance |
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Finance |
JPMorgan Chase Bank, NA (Boston, Massachusetts)
JPMorgan Chase Bank, NA (Boston, Massachusetts) Financial ConglomeratesFinance JPMorgan Chase Bank NA is a fund distributor located in Boston. The firm is a subsidiary of JPMorgan Securities LLC. Their ultimate parent is JPMorgan Chase & Co., Inc. (NYSE: JPM) | Finance |
Constellation Wealth Advisors LLC
Constellation Wealth Advisors LLC Investment ManagersFinance Founded in 2007 by Paul Tramontano and Jon Goldstein, Constellation Wealth Advisors LLC is an independent multi-family investment office and registered investment advisor headquartered in New York City. The firm is also registered as a securities broker-dealer with the SEC, the MSRB and the NFA and is registered with FINRA. | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
- Borsa valori
- Insiders
- Angela Raitzin
- Esperienza