Adam Beard
Gestionnaire de Portefeuille-Actions chez IEQ Capital LLC
Profil
Adam Breckenridge Beard is currently a Managing Director at IEQ Capital LLC since 2023.
Prior to this, he worked as a Wealth Manager at JPMorgan Private Wealth Advisors LLC from 2018 to 2023 and as a Senior Vice President at Jefferies LLC from 2010 to 2018.
Before that, he worked as a Principal at Prudential Securities.
Mr. Beard completed his undergraduate degree from Trinity College (Connecticut).
Postes actifs de Adam Beard
| Sociétés | Poste | Début |
|---|---|---|
IEQ Capital LLC
 IEQ Capital LLC Investment ManagersFinance IEQ Capital LLC (IEQ) is a SEC-registered wealth management firm headquartered in Foster City, California. They are a holding firm of IEQ Midco III LLC, ultimately owned by IEQ Founders LLC. The firm was founded by Robert Skinner II in 2019. IEQ provides portfolio management and investment advisory services primarily to individuals, high-net worth individuals, or families, as well as trusts, foundations, endowments, non-profit organizations, and other business entities. | Gestionnaire de Portefeuille-Actions | 01/05/2023 |
Anciens postes connus de Adam Beard
| Sociétés | Poste | Fin |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/05/2023 |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Corporate Officer/Principal | 01/05/2018 |
| Prudential Securities | Corporate Officer/Principal | - |
Formation de Adam Beard
| Trinity College (Connecticut) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Finance |
| Prudential Securities | Finance |
IEQ Capital LLC
IEQ Capital LLC Investment ManagersFinance IEQ Capital LLC (IEQ) is a SEC-registered wealth management firm headquartered in Foster City, California. They are a holding firm of IEQ Midco III LLC, ultimately owned by IEQ Founders LLC. The firm was founded by Robert Skinner II in 2019. IEQ provides portfolio management and investment advisory services primarily to individuals, high-net worth individuals, or families, as well as trusts, foundations, endowments, non-profit organizations, and other business entities. | Finance |
