Storia della carriera di Randy Peterson
Precedenti posizioni note di Randy Peterson
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 | 01/04/2017 | 01/04/2023 |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | 31/12/2005 | 31/12/2005 |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | - | - |
Formazione di Randy Peterson
The University of Colorado | Undergraduate Degree |
University of Oregon | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Posizioni
Corporate Officer/Principal | 2 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Settori
Finance | 4 |
Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 3 |
---|---|
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 |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Finance |
- Borsa valori
- Insiders
- Randy Peterson
- Esperienza