James Dempsey
Gestionnaire de Portefeuille-Actions chez JPMorgan Private Wealth Advisors LLC
Fortune : 3 M $ au 31/05/2024
Profil
Mr. James G.
Dempsey is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Senior Managing Director of the firm.
Prior to First Republic, Mr. Dempsey was a Managing Director at US Trust responsible for managing $1.2 billion in private client assets.
Dempsey was a member of the Custom Equity Solutions Group, the team responsible for research and development of equity ideas used in portfolios throughout the firm.
Prior to US Trust, he was a portfolio manager at JP Morgan where he managed $2 billion in client assets and served on the Value Equity and Asset Allocation Committees.
Before JP Morgan, he was an Institutional Equity Portfolio Manager for the Large Cap Growth team at Alliance Capital.
Mr. Dempsey received a Bachelor of Arts in Economics from State University of New York at Buffalo and earned a Master of Business Administration from the New York Institute of Technology.
He is a member of the New York Society of Security Analysts.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
| 28/03/2024 | 631 175 ( 0,28% ) | 3 M $ | 31/05/2024 |
Postes actifs de James Dempsey
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/01/2012 |
Anciens postes connus de James Dempsey
| Sociétés | Poste | Fin |
|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Gestionnaire de Portefeuille-Actions | 31/01/2008 |
Alliance Capital Corp.
 Alliance Capital Corp. Finance/Rental/LeasingFinance Alliance Capital Corp. provides equipment financing and leasing services. It offers capital, operating, TRAC lease services. The company was founded in 1995 and is headquartered in Minneapolis, MN. | Corporate Officer/Principal | - |
| J.P. Morgan & Co., Inc. (Old) | Corporate Officer/Principal | - |
Formation de James Dempsey
| State University of New York at Buffalo | Undergraduate Degree |
| New York Institute of Technology | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
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 |
| J.P. Morgan & Co., Inc. (Old) | Finance |
Alliance Capital Corp.
Alliance Capital Corp. Finance/Rental/LeasingFinance Alliance Capital Corp. provides equipment financing and leasing services. It offers capital, operating, TRAC lease services. The company was founded in 1995 and is headquartered in Minneapolis, MN. | Finance |
