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Jeffrey Kenneth Yandle
Portefeuillebeheerder-Aandelen bij
JPMorgan Private Wealth Advisors LLC
Profiel
Mr. Jeffrey K.
Yandle is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director of the firm.
Mr. Yandle manages client assets with a focus on high net worth individuals, families and multi-generational trusts.
He runs balanced, broadly diversified portfolios customized for each client and in accordance with the agreed-upon investment policy.
Mr. Yandle’s managed equity portfolios are all-cap in nature and growth biased based on a combination of fundamental analysis and a proprietary quantitative modeling process.
With a primarily Oregon based clientele, the fixed income portfolios He constructs are primarily highly rated, Oregon based tax-exempt municipal bonds with short to immediate durations.
Prior to joining First Republic, Mr. Yandle served in a similar capacity as Senior Vice President and Senior Portfolio Manager for US Trust from 1997 to 2006.
Before that, he was a Vice President and Senior Portfolio Manager for Wells Fargo from 1993 to 1997.
His previous experience also includes five years with the Institutional Investment Department of First Interstate Bank and three years on the bond trading desk as a registered representative at Black and Company, Inc.
Mr. Yandle received a Bachelor of Arts from University of Portland and did post-graduation studies at the University of Notre Dame.
Actieve functies van Jeffrey Kenneth Yandle
| Bedrijven | Functie | Begin |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Portefeuillebeheerder-Aandelen | 01-04-2017 |
Eerdere bekende functies van Jeffrey Kenneth Yandle
| Bedrijven | Functie | Einde |
|---|---|---|
US Trust
 US Trust Investment ManagersFinance Provides investment management services | Corporate Officer/Principal | 31-12-2005 |
| WELLS FARGO & COMPANY | Corporate Officer/Principal | 31-12-1996 |
Habitat for Humanity Nova Scotia
 Habitat for Humanity Nova Scotia Financial ConglomeratesFinance Part of Habitat for Humanity International, Inc., Habitat for Humanity Nova Scotia is a non-profit organization that partners with families and communities in Nova Scotia to make affordable homeownership a reality. The company is based in Halifax, Canada. The company brings communities together to help families build strength, stability, and independence through affordable homeownerships. Habitat for Habitat Nova Scotia offers hands-on partnerships to families, providing them with a foundation for success as homeowners. The company offers various ways to donate, including one-time gifts, in-kind donations, and monthly giving, and have a ReStore that offers a unique shopping experience with great deals on new and gently used furniture, appliances, home décor, and building materials. The organization is located on the traditional and unceded territory of the Mi’kmaq people. | Corporate Officer/Principal | - |
Black & Co., Inc. (Oregon)
 Black & Co., Inc. (Oregon) Investment Banks/BrokersFinance Provides asset management services | Corporate Officer/Principal | - |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank provides a holistic approach to determining the best method to work toward their client's long-term objectives. The firm invests in exchange traded funds (ETFs), mutual funds, stocks and bonds, and annuities. | Corporate Officer/Principal | - |
Opleiding van Jeffrey Kenneth Yandle
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
99
Eerstegraads connecties
9
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 9 |
|---|---|
Wells Fargo & Co.
 Wells Fargo & Co. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer, commercial, corporate, investment banking and wealth management services | Finance |
Black & Co., Inc. (Oregon)
Black & Co., Inc. (Oregon) Investment Banks/BrokersFinance Provides asset management services | Finance |
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank provides a holistic approach to determining the best method to work toward their client's long-term objectives. The firm invests in exchange traded funds (ETFs), mutual funds, stocks and bonds, and annuities. | Finance |
University of Notre Dame
 University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
University of Portland
 University of Portland Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Habitat for Humanity Nova Scotia
Habitat for Humanity Nova Scotia Financial ConglomeratesFinance Part of Habitat for Humanity International, Inc., Habitat for Humanity Nova Scotia is a non-profit organization that partners with families and communities in Nova Scotia to make affordable homeownership a reality. The company is based in Halifax, Canada. The company brings communities together to help families build strength, stability, and independence through affordable homeownerships. Habitat for Habitat Nova Scotia offers hands-on partnerships to families, providing them with a foundation for success as homeowners. The company offers various ways to donate, including one-time gifts, in-kind donations, and monthly giving, and have a ReStore that offers a unique shopping experience with great deals on new and gently used furniture, appliances, home décor, and building materials. The organization is located on the traditional and unceded territory of the Mi’kmaq people. | Finance |
US Trust
US Trust Investment ManagersFinance Provides investment management services | Finance |
Metropolitan Family Services Dupage
 Metropolitan Family Services Dupage Miscellaneous Commercial ServicesCommercial Services Provides advice, counseling and other supportive services to families and individuals | Commercial Services |
