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Keith William Webster
Portfolio Manager-Equities at
JPMorgan Private Wealth Advisors LLC
Profile
Mr. Keith W.
Webster is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director of the firm.
He has over 25 years of wealth management experience.
Mr. Webster serves on the Board of Boys Hope/Girls Hope of Southern California.
Prior to joining First Republic in December 2015, where he continues a career of twenty-five years in financial services, Mr. Webster was at Credit Suisse as a Director at Credit Suisse Private Bank USA, where he joined in 2008.
Prior to Credit Suisse, he was a Senior Vice President at Lehman Brothers Private Investment Management.
In addition, he has worked for Morgan Stanley, US Trust Company and Citytrust, all in Senior Advisory roles for families.
Mr. Webster received a Bachelor of Arts degree in Economics from Harvard University, and an MBA in Portfolio Management from the Anderson Graduate School of Business at UCLA.
Keith William Webster active positions
| Companies | Position | Start |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Portfolio Manager-Equities | 2017-03-31 |
Former positions of Keith William Webster
| Companies | Position | End |
|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 2015-11-30 |
Morgan Stanley Smith Barney LLC (Investment Management)
 Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance MSWM assists clients in devising and implementing a reasoned, systematic, long-term investment strategy tailored to their financial circumstances. The firm also assists clients in evaluating their investment objectives and risk tolerance and enables them to invest in a broad array of eligible assets. | Corporate Officer/Principal | - |
Lehman Brothers, Inc.
 Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Training of Keith William Webster
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
99
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Morgan Stanley Smith Barney LLC (Investment Management)
Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance MSWM assists clients in devising and implementing a reasoned, systematic, long-term investment strategy tailored to their financial circumstances. The firm also assists clients in evaluating their investment objectives and risk tolerance and enables them to invest in a broad array of eligible assets. | Finance |
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