Profil
Zach Donnelly's current job is as an Analyst at JPMorgan Securities LLC.
His former jobs include working as a Capital Market Analyst at L-R Global Partners LP from 2014 to 2015, and as an Analyst at Preston Wealth Advisors LLC from 2012 to 2022.
He also worked as a Research Associate at KeyBanc Capital Markets, Inc. from 2022 to 2024.
Mr. Donnelly completed his undergraduate degree at The GW School of Business in 2016.
Postes actifs de Zach Donnelly
| Sociétés | Poste | Début |
|---|---|---|
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Analyst-Equity | 01/03/2024 |
Anciens postes connus de Zach Donnelly
| Sociétés | Poste | Fin |
|---|---|---|
KeyBanc Capital Markets, Inc.
 KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Analyst-Equity | 01/03/2024 |
Preston Wealth Advisors LLC
 Preston Wealth Advisors LLC Investment ManagersFinance Preston Wealth Advisors LLC (PWA) is an independent, SEC-registered investment advisor headquartered in Reston, Virginia. The firm was founded by Theodore “TJ” Doremus and Gregory “Greg” Mattingly in 2012. PWA provides comprehensive financial planning and asset management services to high-net-worth individuals and entrepreneurs, professional athletes, and institutional investors. | Analyst-Equity | 01/04/2022 |
L-R Global Partners LP
 L-R Global Partners LP Investment ManagersFinance L-R Global Partners LP is a hedge fund manager located in New York City. The firm was founded in 1997 as an investment vehicle providing the Rockefeller family and a select group of sophisticated investors with exposure to developing markets. | Corporate Officer/Principal | 01/08/2015 |
Formation de Zach Donnelly
| The GW School of Business | Undergraduate Degree |
Expériences
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Preston Wealth Advisors LLC
Preston Wealth Advisors LLC Investment ManagersFinance Preston Wealth Advisors LLC (PWA) is an independent, SEC-registered investment advisor headquartered in Reston, Virginia. The firm was founded by Theodore “TJ” Doremus and Gregory “Greg” Mattingly in 2012. PWA provides comprehensive financial planning and asset management services to high-net-worth individuals and entrepreneurs, professional athletes, and institutional investors. | Finance |
L-R Global Partners LP
L-R Global Partners LP Investment ManagersFinance L-R Global Partners LP is a hedge fund manager located in New York City. The firm was founded in 1997 as an investment vehicle providing the Rockefeller family and a select group of sophisticated investors with exposure to developing markets. | Finance |
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Finance |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Finance |
