Thomas Edwin Moore
Director/Board Member at Elton John AIDS Foundation, Inc.
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| John Charles McNamee | M | - |
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. | 4 years |
| Anne Aslett | F | - |
Elton John AIDS Foundation, Inc.
 Elton John AIDS Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Elton John AIDS Foundation, Inc. provides services to people living with HIV/AIDS and educational programs targeted at HIV/AIDS prevention. The company was founded by Elton John in 1992 and is headquartered in New York, NY. | - |
| Daniel J. White | M | - |
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. | 4 years |
| Steve Condos | M | - |
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. | 4 years |
| Sam Hodgson | M | - |
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. | 6 years |
| Doug Reid | M | - |
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. | 6 years |
| Richard Reger | M | - |
Elton John AIDS Foundation, Inc.
Elton John AIDS Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Elton John AIDS Foundation, Inc. provides services to people living with HIV/AIDS and educational programs targeted at HIV/AIDS prevention. The company was founded by Elton John in 1992 and is headquartered in New York, NY. | - |
| Brendan J. York | M | - |
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. | 6 years |
| Tracy Marie Blackwell | F | 56 |
Elton John AIDS Foundation, Inc.
Elton John AIDS Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Elton John AIDS Foundation, Inc. provides services to people living with HIV/AIDS and educational programs targeted at HIV/AIDS prevention. The company was founded by Elton John in 1992 and is headquartered in New York, NY. | - |
| John Ver Bockel | M | - |
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. | 5 years |
| Jeffrey Barnett Atwood | M | - |
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. | 6 years |
| Andrea Borgioli | M | - |
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. | 6 years |
| John Francis Cogan | M | 76 |
Stanford University
| 44 years |
| Arif Ahmed | M | - |
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. | 5 years |
| Stuart Mark Wechsler | M | - |
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. | 6 years |
| Jeff Schottenstein | M | - |
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. | 6 years |
| Brian Temple Chinn | M | - |
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. | 7 years |
| Douglas Paul Fiek | M | - |
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. | 7 years |
| Matthew Donald Babrick | M | - |
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. | 6 years |
| David J. Guthrie | M | - |
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. | 3 years |
| Hany Boutros | M | - |
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. | 7 years |
| Andrew Michael Vahab | M | - |
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. | 3 years |
| Dagny Carol Maidman | F | - |
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. | 7 years |
| Evan Soff | M | - |
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. | 3 years |
| Emma Kane | F | - |
Elton John AIDS Foundation, Inc.
Elton John AIDS Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Elton John AIDS Foundation, Inc. provides services to people living with HIV/AIDS and educational programs targeted at HIV/AIDS prevention. The company was founded by Elton John in 1992 and is headquartered in New York, NY. | - |
| Virginia Banks | F | - |
Elton John AIDS Foundation, Inc.
Elton John AIDS Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Elton John AIDS Foundation, Inc. provides services to people living with HIV/AIDS and educational programs targeted at HIV/AIDS prevention. The company was founded by Elton John in 1992 and is headquartered in New York, NY. | - |
| John Barbis | M | - |
Elton John AIDS Foundation, Inc.
Elton John AIDS Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Elton John AIDS Foundation, Inc. provides services to people living with HIV/AIDS and educational programs targeted at HIV/AIDS prevention. The company was founded by Elton John in 1992 and is headquartered in New York, NY. | - |
| Brian Graden | M | - |
Elton John AIDS Foundation, Inc.
Elton John AIDS Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Elton John AIDS Foundation, Inc. provides services to people living with HIV/AIDS and educational programs targeted at HIV/AIDS prevention. The company was founded by Elton John in 1992 and is headquartered in New York, NY. | - |
| Matt Blinstrubas | M | - |
Elton John AIDS Foundation, Inc.
Elton John AIDS Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Elton John AIDS Foundation, Inc. provides services to people living with HIV/AIDS and educational programs targeted at HIV/AIDS prevention. The company was founded by Elton John in 1992 and is headquartered in New York, NY. | - |
| Radhika Mehta-Sharan | F | - |
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. | 2 years |
| Phillip Montgomery Gilbert | M | - |
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. | 7 years |
| Michael Jeffrey Schanna | M | - |
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. | 7 years |
| Maureen Ellen McNally | F | - |
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. | 7 years |
| Maureen Anne Flanagan | F | - |
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. | 7 years |
| Gary Graham Pollock | M | - |
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. | 7 years |
| Jonathan Crowley | M | - |
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. | 7 years |
| Glenn S. Degenaars | M | - |
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. | 7 years |
| Craig Scott Valdes | M | - |
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. | 7 years |
| Rebecca Jo DeCesaro | F | - |
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. | 7 years |
| Jeffrey Kenneth Yandle | M | - |
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. | 7 years |
| Ilana Kloss | F | 68 |
Elton John AIDS Foundation, Inc.
Elton John AIDS Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Elton John AIDS Foundation, Inc. provides services to people living with HIV/AIDS and educational programs targeted at HIV/AIDS prevention. The company was founded by Elton John in 1992 and is headquartered in New York, NY. | - |
| Mark Dybul | M | 60 |
Elton John AIDS Foundation, Inc.
Elton John AIDS Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Elton John AIDS Foundation, Inc. provides services to people living with HIV/AIDS and educational programs targeted at HIV/AIDS prevention. The company was founded by Elton John in 1992 and is headquartered in New York, NY. | - |
| Lucas Maffei Newman | M | - |
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. | 7 years |
| Justin Sean Raymond Tipp | M | - |
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. | 7 years |
| William Arthur Slayne | M | - |
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. | 7 years |
| Eric Paul Goosby | M | - |
Elton John AIDS Foundation, Inc.
Elton John AIDS Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Elton John AIDS Foundation, Inc. provides services to people living with HIV/AIDS and educational programs targeted at HIV/AIDS prevention. The company was founded by Elton John in 1992 and is headquartered in New York, NY. | - |
| James Plummer | M | 79 |
Stanford University
| 46 years |
| Dan Bessey | M | - |
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. | 7 years |
| James Francis Buckley | M | - |
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. | 7 years |
| Kevin Finkle Douglas | M | - |
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. | 7 years |
| Jeff Greene | M | - |
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. | 7 years |
| Aaron Russell Nichols | M | - |
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. | 7 years |
| Reynolds Ospina | M | - |
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. | 7 years |
| Charles Clark Radcliffe | M | - |
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. | 7 years |
| Hugh Warren Beecher | M | - |
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. | 7 years |
| Steve Soja | M | - |
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. | 7 years |
| Chris Chase | M | - |
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. | 7 years |
| Tim Woodall | M | - |
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. | 7 years |
| Keith William Webster | M | - |
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. | 7 years |
| Harold Louis Reinstein | M | - |
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. | 2 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Matthew Lee Burton | M | - |
Barclays Capital, Inc. (Investment Management)
 Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | 3 years |
| Michael A. Burke | M | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | - |
| Stephen Wurzburg | M | - |
Stanford University
| 8 years |
| Caroline Mary Simko | F | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | 5 years |
| Steve H. Houston | M | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | - |
| Tsuneo Yahagi | M | 82 |
Stanford University
| 6 years |
| Michele Powell | F | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | 4 years |
| Narciso Munoz | M | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | - |
| Louis Tinoco | M | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | 2 years |
| Jorge Antonio Carreras | M | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | - |
| Carlos Javier Molina | M | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | 4 years |
| Andrew Stuart Leventhal | M | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | - |
| Jerrid Jemal Douglas | M | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | - |
| Glen Warren Darby | M | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | - |
| Bill Belleville | M | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | 4 years |
| Jonathan Sopher | M | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | 4 years |
| David Scott Garfin | M | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | - |
| John Zachary Shillingford | M | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | 3 years |
| Gannon Scott McCaffery | M | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | - |
| Mary Ann Sliwa | F | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | 3 years |
| Alpa Patel | F | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | 3 years |
| Everett Cox | M | - |
Stanford University
| 5 years |
| Robert Reay | M | 63 |
Stanford University
| 5 years |
| Romel R. Rodriguez | M | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | - |
| Andrew R. Garman | M | 65 |
Stanford University
| 7 years |
| Jean-Lou Chameau | M | 71 |
Stanford University
| 4 years |
| Blake Grossman | M | 61 |
Stanford University
| 5 years |
| Peter St. Geme | M | - |
Stanford University
| 5 years |
| George Hutton | M | 69 |
Stanford University
| 5 years |
| Scott Geoffrey Madison | M | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | 4 years |
| Chao Chun Lu | M | - |
Stanford University
| 4 years |
| Julian Nikolchev | M | 70 |
Stanford University
| 5 years |
| Jorge Titinger | M | 62 |
Stanford University
| 5 years |
| Frank Lexa | M | - |
Stanford University
| 4 years |
| Mark Sander | M | 68 |
Stanford University
| 10 years |
| Steve S. Head | M | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | 3 years |
| Brian Stephen Sears | M | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | 5 years |
| James Hafele | M | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | 5 years |
| Rene Xavier Joliot | M | - |
Barclays Capital, Inc. (Investment Management)
Barclays Capital, Inc. (Investment Management) Investment ManagersFinance Founded in 2008, Barclays Capital is a registered investment advisor located in New York City. The firm is a wealth management division of Barclays Capital, Inc., the investment banking division of international financial services group Barclays Bank Plc (LSE: BARC). Barclays Capital, Inc. maintains two distinct investment advisory businesses: Barclays Wealth and Barclays Capital Fund Solutions - Americas. The firm provides investment advisory services to individuals, banks, thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Barclays Capital also provides investment advisory services to the BWAS Funds, which are privatelyoffered domestic and offshore investment funds. | - |
| Edward Abraham | M | - |
Stanford University
| 7 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Thomas Edwin Moore
- Personal Network
