Stephen Michael Parker
Portefeuillebeheerder-Aandelen bij JPMorgan Chase Co. (Investment Management)
Profiel
Mr. Stephen M.
Parker is a Managing Director at JPMorgan Private Investments, Inc. and a Managing Director & Wealth Advisor at JPMorgan Chase Co. In his role, he provides clients across the Southeast with ongoing guidance on tax-efficient wealth and estate planning strategies.
He draws on the resources available across JPMorgan Chase & Co. to address clients’ most complex wealth planning needs.
Prior to joining J.P.
Morgan, he spent 13 years working at a law firm and was most recently a partner in the Family Wealth Planning Department of Cohen, Pollock, Merlin and Small.
He received a Bachelor of Science in Business Administration (magna cum laude) from Washington University in St. Louis, and in 1992, he earned a J.D., with distinction, from Emory University School of Law.
Actieve functies van Stephen Michael Parker
Bedrijven | Functie | Begin |
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JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Portefeuillebeheerder-Aandelen | - |
JPMorgan Private Investments, Inc.
JPMorgan Private Investments, Inc. Investment ManagersFinance JPMorgan Private Investments, Inc. (JPMPI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1991 and is a wholly-owned subsidiary of JPMorgan Chase Holdings LLC, ultimately held by JPMorgan Chase and Co. (NYSE: JPM). JPMPI provides advisory services to open-end and closed-end Registered Investment Companies (RICs); private investment funds organized as limited partnerships, limited liability companies, or offshore companies; and various wrap fee programs offered through an affiliate, JPMorgan Securities LLC (JPMS). | Portefeuillebeheerder-Aandelen | - |
Eerdere bekende functies van Stephen Michael Parker
Bedrijven | Functie | Einde |
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JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Stephen Michael Parker
University of Virginia | Undergraduate Degree |
Ervaring
Beklede functies
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Bedrijven in privébezit | 3 |
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JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Finance |
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Finance |
JPMorgan Private Investments, Inc.
JPMorgan Private Investments, Inc. Investment ManagersFinance JPMorgan Private Investments, Inc. (JPMPI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1991 and is a wholly-owned subsidiary of JPMorgan Chase Holdings LLC, ultimately held by JPMorgan Chase and Co. (NYSE: JPM). JPMPI provides advisory services to open-end and closed-end Registered Investment Companies (RICs); private investment funds organized as limited partnerships, limited liability companies, or offshore companies; and various wrap fee programs offered through an affiliate, JPMorgan Securities LLC (JPMS). | Finance |