Christopher Herridge Rusk

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Mr. Christopher H.
Rusk is a Portfolio Manager at First Republic Investment Management, Inc. Mr. Rusk was previously employed as Financial Advisor by Bank of America (New York Branch) and Assistant Vice President by Merrill Lynch & Co., Inc. He received his Bachelor’s degree in Psychology from the University of Massachusetts.

Former positions of Christopher Herridge Rusk

Companies	Position	End
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	2016-09-08
Merrill Lynch & Co., Inc.	Corporate Officer/Principal	2009-12-30
Bank of America NA (New York Branch) Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY.	Corporate Officer/Principal	-

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Training of Christopher Herridge Rusk

University of Massachusetts

Undergraduate Degree

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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
Merrill Lynch & Co., Inc.	Finance
Bank of America NA (New York Branch) Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY.	Finance

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