Arif Ahmed
Portfolio Manager-Aktien bei JPMorgan Private Wealth Advisors LLC
Profil
Mr. Arif Ahmed is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Senior Managing Director of the firm.
He and his team help clients with concentrated stock, estate planning strategies, cash flow modeling and family governance, as well as with endowments, foundations and family office services.
His team is responsible for reviewing investment policy statements, asset allocation, performance evaluation, risk management, manager selection and fiduciary oversight.
Prior to joining First Republic in 2019, Mr. Ahmed was a Managing Director at Merrill Private Wealth Management, focused on the firm’s most sophisticated clients.
Additionally, he has worked with Silicon Valley entrepreneurs for over two decades.
Mr. Ahmed began his career at Merrill Lynch in 1998.
Aktive Positionen von Arif Ahmed
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.05.2019 |
Erfahrungen
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| Private Unternehmen | 1 |
|---|---|
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 |
