Profiel
Michael Ames Texido is the founder and had founded Constellation Wealth Advisors LLC in 2007, where he held the title of Managing Director from 2013 to 2015.
He has worked as a Managing Director at Montgomery Securities, Inc. and as a Director at Credit Suisse First Boston USA, Inc. He was a Senior Vice President at Citi Smith Barney Investment Management from 2000 to 2006 and a Principal at Merrill Lynch & Co., Inc. Mr. Texido worked as a Wealth Manager at JPMorgan Private Wealth Advisors LLC from 2017 to 2023.
Mr. Texido has an undergraduate degree from Cornell University and an MBA from The Fuqua School of Business.
Eerdere bekende functies van Michael Texido
| 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 | 01-04-2023 |
Constellation Wealth Advisors LLC
 Constellation Wealth Advisors LLC Investment ManagersFinance Founded in 2007 by Paul Tramontano and Jon Goldstein, Constellation Wealth Advisors LLC is an independent multi-family investment office and registered investment advisor headquartered in New York City. The firm is also registered as a securities broker-dealer with the SEC, the MSRB and the NFA and is registered with FINRA. | Oprichter | 01-09-2015 |
Citi Smith Barney Investment Management
 Citi Smith Barney Investment Management Investment ManagersFinance Citi Smith Barney Investment Management is an investment advisor headquartered in New York City. The firm is a subsidiary of Citigroup, Inc. (NYSE: C). | Corporate Officer/Principal | - |
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
| Montgomery Securities, Inc. | Corporate Officer/Principal | - |
Opleiding van Michael Texido
| Cornell University | Undergraduate Degree |
| The Fuqua School of Business | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 6 |
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Constellation Wealth Advisors LLC
Constellation Wealth Advisors LLC Investment ManagersFinance Founded in 2007 by Paul Tramontano and Jon Goldstein, Constellation Wealth Advisors LLC is an independent multi-family investment office and registered investment advisor headquartered in New York City. The firm is also registered as a securities broker-dealer with the SEC, the MSRB and the NFA and is registered with FINRA. | Finance |
Citi Smith Barney Investment Management
Citi Smith Barney Investment Management Investment ManagersFinance Citi Smith Barney Investment Management is an investment advisor headquartered in New York City. The firm is a subsidiary of Citigroup, Inc. (NYSE: C). | Finance |
Credit Suisse First Boston USA, Inc.
 Credit Suisse First Boston USA, Inc. Investment Banks/BrokersFinance Credit Suisse First Boston USA, Inc. provides investment banking services. It offers securities underwriting, trading, mergers, acquisitions advice, research, private equity investment, derivative and risk management products. The company's services include private banking and asset management. Credit Suisse First Boston USA is headquartered in New York, NY | Finance |
| Montgomery Securities, Inc. | Finance |
| Merrill Lynch & Co., Inc. | 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 |
