Evan Soff

Gestore di Portafoglio-Azioni presso JPMorgan Private Wealth Advisors LLC

Finance

Consumer Services

Profilo

Mr. Evan Soff is an Executive Director & Wealth Advisor at JPMorgan Private Wealth Advisors LLC.
He focuses his practice on multigenerational planning and risk management through careful integration of the firm’s extensive capabilities and resources.
He launched his career in 2005 at Citibank, eventually rising to be Senior Vice President and Senior Wealth Advisor at Citi Personal Wealth Management.
Mr. Soff earned his B.S.
in Economics from New York University, with a minor in Music.
He also holds the Certified Private Wealth Advisor (CPWA) designation.

Posizioni attive di Evan Soff

Società	Posizione	Inizio
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	01/03/2021

Tutte le posizioni attive di Evan Soff

Precedenti posizioni note di Evan Soff

Società	Posizione	Fine
Citigroup Global Markets, Inc. Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY.	Corporate Officer/Principal	01/03/2021

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Formazione di Evan Soff

New York University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Relazioni

100 +

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	2
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
Citigroup Global Markets, Inc. Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY.	Finance