Douglas Paul Fiek

Gestore di Portafoglio-Azioni presso

JPMorgan Private Wealth Advisors LLC

Finance

Consumer Services

Profilo

Mr. Douglas P.
Fiek is a Managing Director & Wealth Partner at JPMorgan Private Wealth Advisors LLC.
He provides customized advice and sustained guidance to families, technology entrepreneurs, and senior executives, assisting them to effectively grow, preserve, and deploy their wealth.
He deliberately serves a limited number of clients, often working with two or three generations of family members, offering personalized attention and customized portfolios.
Mr. Fiek has close to 30 years of investment experience.
Mr. Fiek career also includes two decades with Credit Suisse, and its predecessor firm, Donaldson, Lufkin & Jenrette.
Prior to that he was a Certified Public Accountant (inactive) with Price Waterhouse.
He earned his B.A. in Economics from the University of California, Berkeley, and his M.B.A. from the Anderson School of Management at UCLA.

Posizioni attive di Douglas Paul Fiek

Società	Posizione	Inizio
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities.	Gestore di Portafoglio-Azioni	01/04/2017

Tutte le posizioni attive di Douglas Paul Fiek

Precedenti posizioni note di Douglas Paul Fiek

Società	Posizione	Fine
Credit Suisse Securities (USA) LLC (Broker) Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	01/01/2016
FIRST REPUBLIC BANK	Corporate Officer/Principal	-
Donaldson, Lufkin & Jenrette Securities Corp. Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services	Corporate Officer/Principal	-

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Formazione di Douglas Paul Fiek

Esperienze
Posizioni ricoperte

Attive

Inattive

Società nel listino

Aziende private

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Società collegate

Aziende private	7
Credit Suisse Securities (USA) LLC (Broker) Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
First Republic Bank (San Francisco, California) First Republic Bank (San Francisco, California) Regional BanksFinance Provides state chartered commercial banking services	Finance
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities.	Finance
Donaldson, Lufkin & Jenrette Securities Corp. Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services	Finance
University of California, Los Angeles University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of California, Berkeley University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Anderson School of Management Anderson School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services