Profiel
Louise Ann Chauncey worked as a Senior Investment Counselor at BankBoston Corp.
and as a Principal at Bank of America Corp.
She then worked as a Senior Vice President & Portfolio Manager at Boston Private Bank & Trust Co. from 1999 to 2011, and as a Portfolio Manager at JPMorgan Private Wealth Advisors LLC from 2012 to 2017.
She also worked as a Principal at Bay Bank & Trust Co. Ms. Chauncey holds an MBA from Northeastern University and an undergraduate degree from the University of Massachusetts.
Eerdere bekende functies van Louise Ann Chauncey
| Bedrijven | Functie | Einde |
|---|---|---|
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 | 01-03-2017 |
Boston Private Bank & Trust Co.
 Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | Lid van de Investeringscommissie | 31-12-2011 |
Bay Bank & Trust Co.
 Bay Bank & Trust Co. Regional BanksFinance Bay Bank & Trust Co. provided business banking, mortgage lending, and personal banking services. It offered personal deposits, senior accounts, investment accounts, savings accounts, money market accounts, Internet banking, commercial loans, consumer loans and residential mortgage loans. The company was founded on May 29, 1935 and was headquartered in Panama City, FL. | Corporate Officer/Principal | - |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Corporate Officer/Principal | - |
| BankBoston Corp. | Corporate Officer/Principal | - |
Opleiding van Louise Ann Chauncey
| Northeastern University | Masters Business Admin |
| University of Massachusetts | Undergraduate 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 |
|---|---|
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Finance |
| Bedrijven in privébezit | 4 |
|---|---|
| BankBoston Corp. | Finance |
Boston Private Bank & Trust Co.
Boston Private Bank & Trust Co. Regional BanksFinance Boston Private Bank & Trust Co. provides investment advice. The company was founded on November 1, 1983 and is headquartered in Boston, MA. | 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 |
Bay Bank & Trust Co.
Bay Bank & Trust Co. Regional BanksFinance Bay Bank & Trust Co. provided business banking, mortgage lending, and personal banking services. It offered personal deposits, senior accounts, investment accounts, savings accounts, money market accounts, Internet banking, commercial loans, consumer loans and residential mortgage loans. The company was founded on May 29, 1935 and was headquartered in Panama City, FL. | Finance |
