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Jonathan Crowley
Portfolio Manager-Fixed Income bij JPMorgan Private Wealth Advisors LLC
Actieve functies van Jonathan Crowley
Bedrijven | Functie | Begin | Einde |
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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. | Portfolio Manager-Fixed Income | 01-05-2017 | - |
Loopbaan van Jonathan Crowley
Eerdere bekende functies van Jonathan Crowley
Bedrijven | Functie | Begin | Einde |
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People's Securities, Inc.
![]() People's Securities, Inc. Investment ManagersFinance People's Securities, Inc. is an investment management firm headquartered in Bridgeport, Connecticut. The firm was founded in 1983 and is a wholly-owned subsidiary of People’s United Bank, N.A., ultimately held by M&T Bank Corp. (NYSE: MTB). People's Securities offers customized solutions including ESG, liquidity management, endowment and foundation and advisory services for individuals, families and institutions. | Portfolio Manager-Fixed Income | 07-04-2003 | 30-06-2006 |
Opleiding van Jonathan Crowley
Colgate University | Undergraduate Degree |
University of Bridgeport | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Portfolio Manager-Fixed Income | 2 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Sectoraal
Finance | 3 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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People's Securities, Inc.
![]() People's Securities, Inc. Investment ManagersFinance People's Securities, Inc. is an investment management firm headquartered in Bridgeport, Connecticut. The firm was founded in 1983 and is a wholly-owned subsidiary of People’s United Bank, N.A., ultimately held by M&T Bank Corp. (NYSE: MTB). People's Securities offers customized solutions including ESG, liquidity management, endowment and foundation and advisory services for individuals, families and institutions. | 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 |
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