Profiel
Mr. Brian T.
Corley is a Wealth Manager at First Republic Investment Management, Inc. He is also a Senior Managing Director of the firm.
Prior to joining First Republic, Mr. Corley founded Astera Financial Group, LLC, where he also served as Chief Investment Officer.
As Chief Investment Officer, he developed the firm’s overall capital markets and investment strategy and worked with clients to implement sophisticated asset management strategies.
Prior to founding Astera in 2008, he was a Senior Vice President and Private Client Advisor with Wells Fargo Private Bank.
Mr. Corley received his Bachelor of Arts in Economics from California State University, Chico, as well as a Master of Science in Finance and a graduate certificate in financial planning from Golden Gate University in San Francisco, California.
He has also earned the Certified Investment Management Analyst certification, administered by Investment Management Consultants Association.
Mr. Corley is a member of the Financial Planning Association and Investment Management Consultants Association and serves on the Investment Policy Committee for CSU, Monterey Bay, and the Diocese of Monterey.
Eerdere bekende functies van Brian Thomas Corley
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-02-2021 |
Wells Fargo Bank, NA (Private Banking)
 Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Corporate Officer/Principal | - |
Astera Financial Group LLC
 Astera Financial Group LLC Investment ManagersFinance Astera Financial Group LLC provides investment advice. The American company was founded by Brian Thomas Corley. | Oprichter | - |
Opleiding van Brian Thomas Corley
| The California State University | Undergraduate Degree |
| Golden Gate University | Graduate Degree |
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| Bedrijven in privébezit | 3 |
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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 |
Astera Financial Group LLC
Astera Financial Group LLC Investment ManagersFinance Astera Financial Group LLC provides investment advice. The American company was founded by Brian Thomas Corley. | Finance |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Finance |
