Sam Hodgson

Gestore di Portafoglio-Azioni presso JPMorgan Private Wealth Advisors LLC

Finance

Consumer Services

Profilo

Mr. Samuel H.
Hodgson is a Managing Director & Wealth Partner at JPMorgan Private Wealth Advisors LLC.
Mr. Hodgson draws on more than 30 years of experience to guide high-net-worth and ultra-high-net-worth clients in weighing their opportunities and pursuing their aspirations more effectively.
He leads a high performing team committed to the same mission: putting clients' interests first.
He and his team serve as a single source for integrated wealth management, including long-term planning, concentrated stock strategies, pre-liquidity-event planning, portfolio design and execution, higher education savings, and multigenerational wealth transfer.
He began his financial services career in 1991 with Merrill Lynch, where he served for more than 27 years and was a Managing Director and Wealth Management Advisor.
He earned his B.A.
from Middlebury College.

Posizioni attive di Sam Hodgson

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	01/07/2018

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Formazione di Sam Hodgson

Middlebury College

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

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Società collegate

Aziende private	1
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