![Rebecca Jo DeCesaro](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Rebecca Jo DeCesaro
Director/Board Member at Marylhurst University
Rebecca Jo DeCesaro active positions
Companies | Position | Start | 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 | 2017-03-31 | - |
Marylhurst University | Director/Board Member | - | - |
Career history of Rebecca Jo DeCesaro
Former positions of Rebecca Jo DeCesaro
Companies | Position | Start | End |
---|---|---|---|
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | 1986-12-31 | - |
CHARLES SCHWAB | Corporate Officer/Principal | - | - |
US Trust | Corporate Officer/Principal | 2007-05-30 | 2007-05-30 |
Merchants Trust Co.
![]() Merchants Trust Co. Financial ConglomeratesFinance Merchants Trust Co. provides investment management and trust administration services. The firm serves business owners, individuals, families, non-profit organizations, and foundations. It also provides financial and planning solutions. The company was founded in 1870 and is headquartered in South Burlington, VT. | Chief Investment Officer | 1993-12-31 | 1994-01-01 |
Brown Brothers Harriman & Co.
![]() Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Corporate Officer/Principal | - | - |
Montgomery Securities, Inc. | Corporate Officer/Principal | - | - |
Training of Rebecca Jo DeCesaro
Montana State University | Undergraduate Degree |
Statistics
International
United States | 10 |
Operational
Corporate Officer/Principal | 5 |
Portfolio Manager-Equities | 1 |
Chief Investment Officer | 1 |
Sectoral
Finance | 8 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
CHARLES SCHWAB | Finance |
Private companies | 6 |
---|---|
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 |
Montgomery Securities, Inc. | Finance |
Brown Brothers Harriman & Co.
![]() Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Finance |
Merchants Trust Co.
![]() Merchants Trust Co. Financial ConglomeratesFinance Merchants Trust Co. provides investment management and trust administration services. The firm serves business owners, individuals, families, non-profit organizations, and foundations. It also provides financial and planning solutions. The company was founded in 1870 and is headquartered in South Burlington, VT. | Finance |
US Trust | Finance |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
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