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 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. | Portefeuillebeheerder-Aandelen | 01-04-2017 |
Eerdere bekende functies van Jeffrey Kenneth Yandle
| Bedrijven | Functie | Einde |
|---|---|---|
| US Trust | Corporate Officer/Principal | 31-12-2005 |
| WELLS FARGO & COMPANY | Corporate Officer/Principal | 31-12-1996 |
| Habitat for Humanity Nova Scotia | Corporate Officer/Principal | - |
| Black & Co., Inc. (Oregon) | Corporate Officer/Principal | - |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Corporate Officer/Principal | - |
Opleiding van Jeffrey Kenneth Yandle
| University of Portland | Undergraduate Degree |
| University of Notre Dame | Graduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| WELLS FARGO & COMPANY | Finance |
| Bedrijven in privébezit | 6 |
|---|---|
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 |
| US Trust | Finance |
Metropolitan Family Services
 Metropolitan Family Services Miscellaneous Commercial ServicesCommercial Services Metropolitan Family Services provides advice, counseling, and other supportive services to families and individuals. It empowers families to learn, to earn, to heal and to thrive through services provided in four key areas such as economic stability, education, emotional wellness and empowerment. The company was founded in 1857 and is headquartered in Chicago, IL. | Commercial Services |
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Finance |
| Black & Co., Inc. (Oregon) | Finance |
| Habitat for Humanity Nova Scotia |
