Terry E. Banet
Chief Investment Officer bij SigFig Wealth Management LLC
Profiel
Ms. Terry E.
Banet is a Chief Investment Officer at SigFig Wealth Management LLC.
She has more than 30 years of experience in all aspects of investment management and private banking.
Prior to joining SigFig, Ms. Banet held leadership positions at both JPMorgan and USTrust.
She earned a BS in Accounting from Lehigh University and an MBA from the Wharton School at the University of Pennsylvania.
Actieve functies van Terry E. Banet
Bedrijven | Functie | Begin |
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SigFig Wealth Management LLC
SigFig Wealth Management LLC Investment ManagersFinance SigFig Wealth Management LLC (SigFig) is a SEC-registered financial advisor headquartered in San Francisco, California. The firm was co-founded by Michael Sha in 2011 and is a wholly owned subsidiary of Nvest, Inc. SigFig provides a free portfolio tracking service to individuals by allowing them to link their external brokerage accounts to SigFig’s web-based platform. The firm also provides discretionary investment advisory and portfolio management services to individuals who open an investment management account. | Chief Investment Officer | 01-01-2012 |
Eerdere bekende functies van Terry E. Banet
Bedrijven | Functie | Einde |
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JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Portefeuillebeheerder-Aandelen | 23-01-2006 |
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 | 31-12-2005 |
Coopers & Lybrand LLP | Corporate Officer/Principal | 31-12-1984 |
Opleiding van Terry E. Banet
Lehigh University | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
Bedrijven in privébezit | 4 |
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JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
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 |
Coopers & Lybrand LLP | Commercial Services |
SigFig Wealth Management LLC
SigFig Wealth Management LLC Investment ManagersFinance SigFig Wealth Management LLC (SigFig) is a SEC-registered financial advisor headquartered in San Francisco, California. The firm was co-founded by Michael Sha in 2011 and is a wholly owned subsidiary of Nvest, Inc. SigFig provides a free portfolio tracking service to individuals by allowing them to link their external brokerage accounts to SigFig’s web-based platform. The firm also provides discretionary investment advisory and portfolio management services to individuals who open an investment management account. | Finance |