Craig Scott Valdes
Portefeuillebeheerder-Aandelen bij JPMorgan Private Wealth Advisors LLC
Profiel
Mr. Craig S.
Valdes is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director of the firm.
Prior to joining First Republic, Mr. Valdes spent nine years as a Portfolio Manager at Malcolm H.
Gissen & Associates Inc. where he provided investment management services to high net worth individuals.
Prior to Malcolm H.
Gissen & Associates Inc., Mr. Valdes was a Co-Founder and Senior Portfolio Manager at Genesis Capital Management, LLC, where he managed all aspects of the client business and implemented proprietary investment strategies intended to help achieve his client’s financial goals.
Mr. Valdes studied Finance and Economics at the University of Nevada, Las Vegas.
Actieve functies van Craig Scott Valdes
| Bedrijven | Functie | Begin |
|---|---|---|
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 | 01-04-2017 |
Eerdere bekende functies van Craig Scott Valdes
| Bedrijven | Functie | Einde |
|---|---|---|
Malcolm H. Gissen & Associates, Inc.
 Malcolm H. Gissen & Associates, Inc. Investment ManagersFinance Founded in 1985, Malcolm H. Gissen & Associates, Inc. is a full-service, registered investment advisor located in San Francisco. The firm specializes in providing investment management services to high net-worth individuals | Portefeuillebeheerder-Aandelen | 01-08-2015 |
| Genesis Capital Management LLC | Corporate Officer/Principal | 01-12-2008 |
| Sutro & Co., Inc. | Corporate Officer/Principal | - |
Opleiding van Craig Scott Valdes
| University of Nevada | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
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 |
| Sutro & Co., Inc. | Finance |
Malcolm H. Gissen & Associates, Inc.
Malcolm H. Gissen & Associates, Inc. Investment ManagersFinance Founded in 1985, Malcolm H. Gissen & Associates, Inc. is a full-service, registered investment advisor located in San Francisco. The firm specializes in providing investment management services to high net-worth individuals | Finance |
| Genesis Capital Management LLC |
