Kit Jackson
Portefeuillebeheerder-Aandelen bij JPMorgan Private Wealth Advisors LLC
Profiel
Ms. Catherine Y.
Jackson, CFA MBA, is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
She is also a Senior Managing Director at the firm.
She joined First Republic in 1998 where, during her tenure, she has served as an Equity Analyst, Director of Research and Wealth Manager.
Moreover, she currently serves as a member of the Board of Trustees of Garrison Forest School in Owings Mills, Maryland, where she is Chair of the Finance Committee and also sits on the Executive Committee.
Prior to joining First Republic, Ms. Jackson was a Senior Vice President of Lepercq, de Neuflize & Co., where she managed Ontario International, an off-shore international mutual fund and also served as an Equity Analyst.
She began her investment career at Dean Witter Reynolds in ADR research in 1992.
Ms. Jackson received her bachelor’s degree in History and Political Science from Tufts University and her MBA from Georgetown University.
Actieve functies van Kit Jackson
Bedrijven | Functie | Begin |
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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. | Portefeuillebeheerder-Aandelen | 01-01-1998 |
Eerdere bekende functies van Kit Jackson
Bedrijven | Functie | Einde |
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Trainer Wortham & Co., Inc.
Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC) | Portefeuillebeheerder-Aandelen | 31-05-2007 |
Dean Witter Reynolds, Inc. | Corporate Officer/Principal | 31-12-1993 |
Lepercq, de Neuflize Asset Management LLC
Lepercq, de Neuflize Asset Management LLC Investment ManagersFinance Lepercq, de Neuflize Asset Management LLC (LNAM) is a registered investment advisor and hedge fund manager headquartered in New York City. The firm is the investment management arm of Lepercq, de Neuflize & Co, Inc. LNAM provides investment management services on a discretionary basis to pooled investment vehicles and separately managed accounts. | Corporate Officer/Principal | 31-12-1997 |
Opleiding van Kit Jackson
Georgetown University | Masters Business Admin |
Tufts University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven in privébezit | 4 |
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Trainer Wortham & Co., Inc.
Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC) | Finance |
Lepercq, de Neuflize Asset Management LLC
Lepercq, de Neuflize Asset Management LLC Investment ManagersFinance Lepercq, de Neuflize Asset Management LLC (LNAM) is a registered investment advisor and hedge fund manager headquartered in New York City. The firm is the investment management arm of Lepercq, de Neuflize & Co, Inc. LNAM provides investment management services on a discretionary basis to pooled investment vehicles and separately managed accounts. | Finance |
Dean Witter Reynolds, Inc. | Finance |
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 |