Spencer Rawlings Strahan
Gestionnaire de Portefeuille-Actions chez JPMorgan Private Wealth Advisors LLC
Profil
Mr. Spencer R.
Strahan is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director of the firm.
He has more than four decades of investment management experience working with high net worth individuals, families, trusts, foundations, businesses and ERISA Plans, including defined contribution and defined benefit plans.
Mr. Strahan helps guide his clients toward meeting their financial goals and objectives.
Prior to joining First Republic Investment Management, Mr. Strahan spent 33 years at Merrill Lynch serving in the position of Senior Vice President- Investments.
Mr. Strahan earned a Bachelor of Arts degree in Business and Economics from the University of Puget Sound.
Postes actifs de Spencer Rawlings Strahan
| 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 | 01/11/2013 |
Anciens postes connus de Spencer Rawlings Strahan
| Sociétés | Poste | Fin |
|---|---|---|
| Merrill Lynch & Co., Inc. | Corporate Officer/Principal | - |
Formation de Spencer Rawlings Strahan
| University of Puget Sound | Undergraduate Degree |
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
| Merrill Lynch & Co., Inc. | Finance |
