Jonathan Crowley
Portfolio Manager-Fixed Income presso JPMorgan Private Wealth Advisors LLC
Posizioni attive di Jonathan Crowley
Società | Posizione | Inizio | Fine |
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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. | Portfolio Manager-Fixed Income | 01/05/2017 | - |
Storia della carriera di Jonathan Crowley
Precedenti posizioni note di Jonathan Crowley
Società | Posizione | Inizio | Fine |
---|---|---|---|
People's Securities, Inc.
People's Securities, Inc. Investment ManagersFinance People's Securities, Inc. is an investment management firm headquartered in Bridgeport, Connecticut. The firm was founded in 1983 and is a wholly-owned subsidiary of People’s United Bank, N.A., ultimately held by M&T Bank Corp. (NYSE: MTB). People's Securities offers customized solutions including ESG, liquidity management, endowment and foundation and advisory services for individuals, families and institutions. | Portfolio Manager-Fixed Income | 07/04/2003 | 30/06/2006 |
Formazione di Jonathan Crowley
Colgate University | Undergraduate Degree |
University of Bridgeport | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Posizioni
Portfolio Manager-Fixed Income | 2 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Settori
Finance | 3 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 2 |
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People's Securities, Inc.
People's Securities, Inc. Investment ManagersFinance People's Securities, Inc. is an investment management firm headquartered in Bridgeport, Connecticut. The firm was founded in 1983 and is a wholly-owned subsidiary of People’s United Bank, N.A., ultimately held by M&T Bank Corp. (NYSE: MTB). People's Securities offers customized solutions including ESG, liquidity management, endowment and foundation and advisory services for individuals, families and institutions. | 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 |
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