![David W. Marquardt](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Mr. Marquardt joined the firm in November 2003.
Prior to joining Starbuck, Tisdale he spent over 14 years with Bank of America, most recently as Senior Vice President and Portfolio Manager in their Private Bank.
Mr. Marquardt is a Chartered Financial Analyst and a Certified Public Accountant.
He holds an M.B.A.
from U.C.L.A.
and a B.S.
in Accounting from the University of Maryland.
Ehemalige bekannte Positionen von David W. Marquardt
Unternehmen | Position | Ende |
---|---|---|
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 | 31.10.2007 |
Starbuck, Tisdale & Associates
![]() Starbuck, Tisdale & Associates Investment ManagersFinance Based in Santa Barbara, California, Starbuck, Tisdale & Associates (STA) manages liquid investment assets for individuals, trusts, endowments and pension plans. | Portfolio Manager-Aktien | 31.05.2007 |
Bank of America Private Bank
![]() Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | Portfolio Manager-Aktien | 31.10.2003 |
Ausbildung von David W. Marquardt
University of California, Los Angeles | Masters Business Admin |
University of Maryland | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 3 |
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Starbuck, Tisdale & Associates
![]() Starbuck, Tisdale & Associates Investment ManagersFinance Based in Santa Barbara, California, Starbuck, Tisdale & Associates (STA) manages liquid investment assets for individuals, trusts, endowments and pension plans. | Finance |
Bank of America Private Bank
![]() Bank of America Private Bank Investment ManagersFinance A subsidiary of Bank of America Corp. (NYSE: BAC), Boston-based Bank of America Private Bank (BAPB) offers private banking and wealth management services. | 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 |