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Rex L. Wardlaw
Direttore/Membro del Consiglio presso The Abbey Foundation of Oregon
Posizioni attive di Rex L. Wardlaw
Società | Posizione | Inizio | Fine |
---|---|---|---|
The Abbey Foundation of Oregon | Direttore/Membro del Consiglio | - | - |
Storia della carriera di Rex L. Wardlaw
Precedenti posizioni note di Rex L. Wardlaw
Società | Posizione | Inizio | Fine |
---|---|---|---|
Trainer Wortham & Co., Inc.
![]() Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC) | Analyst-Equity | - | 31/05/2007 |
Gestore di Portafoglio-Azioni | - | 31/05/2007 | |
US Trust | Corporate Officer/Principal | 31/12/2006 | 31/12/2006 |
First Interstate BancSystem Foundation | Corporate Officer/Principal | 31/12/1998 | 31/12/1998 |
Wells Fargo Capital Finance, Inc.
![]() Wells Fargo Capital Finance, Inc. Finance/Rental/LeasingFinance Wells Fargo Capital Finance, Inc. provides senior secured financing solutions for businesses in the United States and Canada. It serves manufacturing, wholesale and distribution, service companies, software and technology, retail, vacation ownership and specialty commercial finance companies. The company was founded in 1971 and is headquartered in Santa Monica, CA. | 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. | Analyst-Equity | 01/09/2007 | - |
Gestore di Portafoglio-Azioni | 01/09/2007 | - |
Statistiche
Distribuzione geografica
Stati Uniti | 7 |
Posizioni
Corporate Officer/Principal | 3 |
Analyst-Equity | 2 |
Portfolio Manager-Equities | 2 |
Settori
Finance | 5 |
Miscellaneous | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 6 |
---|---|
Trainer Wortham & Co., Inc.
![]() Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC) | 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 |
Wells Fargo Capital Finance, Inc.
![]() Wells Fargo Capital Finance, Inc. Finance/Rental/LeasingFinance Wells Fargo Capital Finance, Inc. provides senior secured financing solutions for businesses in the United States and Canada. It serves manufacturing, wholesale and distribution, service companies, software and technology, retail, vacation ownership and specialty commercial finance companies. The company was founded in 1971 and is headquartered in Santa Monica, CA. | Finance |
First Interstate BancSystem Foundation | Miscellaneous |
US Trust | Finance |
The Abbey Foundation of Oregon |
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