Andrea Borgioli
Gestionnaire de Portefeuille-Actions chez JPMorgan Private Wealth Advisors LLC
Profil
Mr. Andrea Borgioli is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director of the firm.
He focuses on comprehensive wealth planning services for individuals, families and foundations.
As part of investment management services, he designs and builds asset allocation strategies within portfolios to help meet the investment objectives of his clients while actively managing risk.
His current research focus is on behavioral finance.
Mr. Borgioli has been in the Financial Services industry for over 20 years.
Prior to joining First Republic, Mr. Borgioli was a Senior Investment Manager with Wells Fargo Private Bank where he worked closely with high-net worth individuals, families and foundations.
Prior to joining Wells Fargo, he was with a Swiss bank in Lugano, Switzerland.
Previously, he also was an International Strategy consultant for The Boston Consulting Group.
He was also a research scientist at NASA’s Jet propulsion Lab in Pasadena, CA.
Mr. Borgioli earned his MBA, cum laude, from Bocconi International School of Management and his advanced degree in Electrical Engineering, cum laude, from the University of Florence, Italy.
Postes actifs de Andrea Borgioli
| Sociétés | Poste | Début |
|---|---|---|
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 | 01/04/2018 |
Anciens postes connus de Andrea Borgioli
| Sociétés | Poste | Fin |
|---|---|---|
Arner Bank & Trust Ltd.
 Arner Bank & Trust Ltd. Major BanksFinance Arner Bank & Trust Ltd. engages in the provision of banking and trust services. The company is headquartered in Nassau, Bahamas. | Corporate Officer/Principal | - |
Formation de Andrea Borgioli
| SDA Bocconi School of Management | Masters Business Admin |
| University of Florence | Doctorate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
Arner Bank & Trust Ltd.
Arner Bank & Trust Ltd. Major BanksFinance Arner Bank & Trust Ltd. engages in the provision of banking and trust services. The company is headquartered in Nassau, Bahamas. | Finance |
