Abe Borenstein
Portfolio Manager-Equities at JPMorgan Private Wealth Advisors LLC
Profile
Mr. Abraham I.
Borenstein is a Wealth Manager at First Republic Investment Management, Inc. He is also a Senior Managing Director of the firm.
He first joined First Republic Investments as a Managing Director in 2006.
He currently serves as an Arbitrator for FINRA.
Before joining First Republic Investments, Mr. Borenstein spent six years at Ryan Beck & Co. as a Branch Manager.
Previously, he was a Senior Vice President and Branch Manager at Prudential Securities for 15 years.
Mr. Borenstein received his Bachelor’s degree in Business Administration from Bernard Baruch College, City University of New York, with a Finance emphasis.
Abe Borenstein active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 2006-10-31 |
Former positions of Abe Borenstein
| Companies | Position | End |
|---|---|---|
Ryan, Beck & Co., Inc.
 Ryan, Beck & Co., Inc. Investment Banks/BrokersFinance Ryan, Beck & Co., Inc. was founded in 1946. They are headquartered in Florham Park, New Jersey with additional offices in Atlanta, Georgia, Boca Raton, Florida, Conshohocken, Pennsylvania, New York City, and Richmond, Virginia. | Corporate Officer/Principal | 2005-12-30 |
| Prudential Securities | Corporate Officer/Principal | 1999-12-30 |
Training of Abe Borenstein
| Baruch College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
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 |
Ryan, Beck & Co., Inc.
Ryan, Beck & Co., Inc. Investment Banks/BrokersFinance Ryan, Beck & Co., Inc. was founded in 1946. They are headquartered in Florham Park, New Jersey with additional offices in Atlanta, Georgia, Boca Raton, Florida, Conshohocken, Pennsylvania, New York City, and Richmond, Virginia. | Finance |
| Prudential Securities | Finance |
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