![Maureen Anne Flanagan](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Maureen Anne Flanagan
Portefeuillebeheerder-Aandelen bij JPMorgan Private Wealth Advisors LLC
Actieve functies van Maureen Anne Flanagan
Bedrijven | Functie | Begin | 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 | 01-04-2017 | - |
Loopbaan van Maureen Anne Flanagan
Eerdere bekende functies van Maureen Anne Flanagan
Bedrijven | Functie | Begin | Einde |
---|---|---|---|
US Trust | Corporate Officer/Principal | 31-12-2012 | 31-12-2012 |
Women Investing in Security & Education | Corporate Officer/Principal | - | - |
Childhelp USA, Inc. | Corporate Officer/Principal | - | - |
Security Pacific Bank (Los Angeles, California) | Corporate Officer/Principal | - | - |
Stein Roe Investment Counsel LLC
![]() Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Corporate Officer/Principal | - | - |
First American Trust Co.
![]() First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations. | Corporate Officer/Principal | - | - |
Zions Capital Advisors, Inc.
![]() Zions Capital Advisors, Inc. Investment ManagersFinance Zions Capital Advisors, Inc. (ZCA) is a registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2004 and is a subsidiary of Zions Bancorporation, NA (NASDAQ: ZION). ZCA offers individually customized money market and short-term fixed income asset management services for state, municipal or governmental entities including obligated persons with municipal bond proceeds in several states. | Corporate Officer/Principal | - | - |
Columbia State Bank (Tacoma, Washington)
![]() Columbia State Bank (Tacoma, Washington) Regional BanksFinance Columbia State Bank state chartered commercial bank. The company was founded in 1993 and is headquartered in Tacoma, WA. | Algemeen Adviseur | - | - |
Opleiding van Maureen Anne Flanagan
University of Southern California | Undergraduate Degree |
The California State University | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 12 |
Operationeel
Corporate Officer/Principal | 7 |
General Counsel | 1 |
Undergraduate Degree | 1 |
Sectoraal
Finance | 8 |
Consumer Services | 3 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 9 |
---|---|
First American Trust Co.
![]() First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations. | Finance |
Stein Roe Investment Counsel LLC
![]() Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | 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 |
Zions Capital Advisors, Inc.
![]() Zions Capital Advisors, Inc. Investment ManagersFinance Zions Capital Advisors, Inc. (ZCA) is a registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2004 and is a subsidiary of Zions Bancorporation, NA (NASDAQ: ZION). ZCA offers individually customized money market and short-term fixed income asset management services for state, municipal or governmental entities including obligated persons with municipal bond proceeds in several states. | Finance |
Columbia State Bank (Tacoma, Washington)
![]() Columbia State Bank (Tacoma, Washington) Regional BanksFinance Columbia State Bank state chartered commercial bank. The company was founded in 1993 and is headquartered in Tacoma, WA. | Finance |
US Trust | Finance |
Childhelp USA, Inc. | |
Women Investing in Security & Education | |
Security Pacific Bank (Los Angeles, California) | Finance |