Reynolds Ospina

Portfolio Manager-Equities at

JPMorgan Private Wealth Advisors LLC

Finance

Consumer Services

Profile

Mr. Reynolds Ospina is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director at the firm.
He joined First Republic in April 2014.
In his role as Wealth Manager, he specializes in the design and management of equity and balanced portfolios for high net worth individuals, organizations, trusts, endowments and foundations with a focus on wealth strategy and wealth planning for his clients.
He has over 25 years of wealth management experience to his role.
He is a board member at Calvary Nursery School.
Mr. Ospina’s prior roles include senior positions with Harvest Capital Strategies LLC, a $1.6 billion manager of high net worth, family offices and institutions.
His previous experience also includes roles advising and marketing to institutional clients for Thomas Weisel Partners, WR Hambrecht and Hambrecht & Quist.
Mr. Ospina received a Bachelor of Science in Business Administration, Finance from Old Dominion University and is a member of the Security Traders Association of San Francisco.

Reynolds Ospina 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

All active positions of Reynolds Ospina

Former positions of Reynolds Ospina

Companies	Position	End
Rosenblatt Securities, Inc. Rosenblatt Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2013-12-30
TD Waterhouse Canada, Inc. TD Waterhouse Canada, Inc. Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
Hambrecht & Quist LLC Hambrecht & Quist LLC Investment Banks/BrokersFinance Provides securities brokerage services	Corporate Officer/Principal	-
Volpe Brown Whelan & Co. LLC Volpe Brown Whelan & Co. LLC Investment Banks/BrokersFinance Investment firm	Corporate Officer/Principal	-
WR Hambrecht & Co. Asset Management LLC WR Hambrecht & Co. Asset Management LLC Investment ManagersFinance WR Hambrecht seeks to deliver long-term capital gains by adhering to a consistent and disciplined investment philosophy. The firm relies heavily on internally developed quantitative research models to deliver a differentiated investment approach for the small-cap technology sector	Corporate Officer/Principal	-

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Linked companies

Private companies	10
Harvest Capital Strategies LLC Harvest Capital Strategies LLC Investment ManagersFinance Harvest focuses on equity hedge funds, private equity and venture capital, and middle-market lending. They seek to generate above-average returns with below-average market risk in their areas of specialization. The firm employs fundamental, bottom-up research on companies in a variety of industry sectors and aims to identify those securities that they believe are over- or under-valued by a significant margin.	Finance
Rosenblatt Securities, Inc. Rosenblatt Securities, Inc. Investment Banks/BrokersFinance Provides brokerage 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
Thomas Weisel Partners LLC Thomas Weisel Partners LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Volpe Brown Whelan & Co. LLC Volpe Brown Whelan & Co. LLC Investment Banks/BrokersFinance Investment firm	Finance
Old Dominion University Old Dominion University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Hambrecht & Quist LLC Hambrecht & Quist LLC Investment Banks/BrokersFinance Provides securities brokerage services	Finance
WR Hambrecht & Co. Asset Management LLC WR Hambrecht & Co. Asset Management LLC Investment ManagersFinance WR Hambrecht seeks to deliver long-term capital gains by adhering to a consistent and disciplined investment philosophy. The firm relies heavily on internally developed quantitative research models to deliver a differentiated investment approach for the small-cap technology sector	Finance
TD Waterhouse Canada, Inc. TD Waterhouse Canada, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance
WJB Capital Group, Inc. WJB Capital Group, Inc. Investment Banks/BrokersFinance Provides brokerage services	Finance