Profil
Kathryn Ann Calcagno worked as a Wealth Advisor at JPMorgan Private Wealth Advisors LLC from 2012 to 2023.
She also worked as a Principal at Friends of the Children and Trillium Family Services.
Anciens postes connus de Kathy Calcagno
| Sociétés | Poste | Fin |
|---|---|---|
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 | 01/06/2023 |
Friends of the Children
 Friends of the Children Services to the Health IndustryHealth Services Friends of the Children operates as a non-profit organization. It provides learning services. The company was founded by Duncan Campbell in 1993 and is headquartered in Portland, OR. | Corporate Officer/Principal | - |
Trillium Family Services
 Trillium Family Services Miscellaneous Commercial ServicesCommercial Services Trillium Family Services is an organization that advocates for a whole person-whole health approach to make mental health more accessible. The non-profit company is based in Portland, OR. The company's mission is to build brighter futures with children and families. | Corporate Officer/Principal | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
Trillium Family Services
Trillium Family Services Miscellaneous Commercial ServicesCommercial Services Trillium Family Services is an organization that advocates for a whole person-whole health approach to make mental health more accessible. The non-profit company is based in Portland, OR. The company's mission is to build brighter futures with children and families. | Commercial Services |
Friends of the Children
Friends of the Children Services to the Health IndustryHealth Services Friends of the Children operates as a non-profit organization. It provides learning services. The company was founded by Duncan Campbell in 1993 and is headquartered in Portland, OR. | Health Services |
