Perry E. Brown

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Finance

Consumer Services

Profilo

Mr. Perry E.
Brown is Wealth Advisor at First Republic Investment Management, Inc. He is also a Managing Director at the firm.
He has over 18 years of wealth management experience.
Prior joining First Republic in 2013, Mr. Brown was previously employed as Lieutenant Commander by United States Navy Reserve, a Managing Director by Citigroup Private Bank, and a Managing Director by The Northern Trust Co. Mr. Brown received his Bachelor of Science degree from Palm Beach Atlantic University, and a MBA from the Hankamer School of Business at Baylor University.

Precedenti posizioni note di Perry E. Brown

Società	Posizione	Fine
The Northern Trust Co. The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL.	Corporate Officer/Principal	-
Citigroup Private Bank Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms.	Corporate Officer/Principal	31/12/2012
United States Navy Reserve	Corporate Officer/Principal	-
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	-

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Formazione di Perry E. Brown

Palm Beach Atlantic University, Inc.	Undergraduate Degree
Baylor University	Masters Business Admin

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