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William Arthur Slayne
Gestore di Portafoglio-Azioni presso JPMorgan Private Wealth Advisors LLC
Profilo
Mr. William A.
Slayne is a Managing Director & Wealth Partner at JPMorgan Private Wealth Advisors LLC.
Mr. Slayne has more than 35 years experience in wealth management.
He offers the character and consistency to support clients in advancing meaningful objectives, providing them with greater ease and reliability in managing their financial affairs.
Prior to moving to J.P.
Morgan Wealth Management with his team in 2023, he spent twelve years with First Republic Bank, where he was a Managing Director and Wealth Manager.
Earlier in his career, he served as a Portfolio Manager and Team Leader with BNY Mellon Wealth Management, where he was responsible for managing private client, personal trust, and private foundation assets.
Mr. Slayne developed his investment acumen in part at U.S.
Trust, where he was a Senior Vice President and Senior Portfolio Manager.
He began his career in 1988 as a Senior Trust and Estate Officer with Chemical Bank.
Mr. Slayne earned a Bachelor of Arts degree from the University of Delaware.
He has successfully completed both the New York Bankers Association Trust Administration School and the New York Bankers Association Trust Administration School.
Posizioni attive di William Arthur Slayne
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 | 01/04/2017 |
Precedenti posizioni note di William Arthur Slayne
Società | Posizione | Fine |
---|---|---|
The Bank of New York Mellon (New York)
![]() The Bank of New York Mellon (New York) Regional BanksFinance The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY. | Corporate Officer/Principal | 31/12/2010 |
Bank of New York (New York Branch)
![]() Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York is an investment management division of the Bank of New York Mellon (NYSE: BK) | Corporate Officer/Principal | - |
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 | - |
Formazione di William Arthur Slayne
University of Delaware | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 4 |
---|---|
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 |
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 |
The Bank of New York Mellon (New York)
![]() The Bank of New York Mellon (New York) Regional BanksFinance The Bank of New York Mellon is a state chartered bank. It offers asset servicing, issuer services, treasury services, broker-dealer, and advisor services and bank-advised business of asset management. The company is headquartered in New York, NY. | Finance |
Bank of New York (New York Branch)
![]() Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York is an investment management division of the Bank of New York Mellon (NYSE: BK) | Finance |
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