Craig Scott Valdes

Gestionnaire de Portefeuille-Actions chez JPMorgan Private Wealth Advisors LLC

Finance

Consumer Services

Postes actifs de Craig Scott Valdes

Sociétés	Poste	Début	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	01/04/2017	-

Sociétés	Poste	Début	Fin
Malcolm H. Gissen & Associates, Inc. Malcolm H. Gissen & Associates, Inc. Investment ManagersFinance Founded in 1985, Malcolm H. Gissen & Associates, Inc. is a full-service, registered investment advisor located in San Francisco. The firm specializes in providing investment management services to high net-worth individuals	Gestionnaire de Portefeuille-Actions	01/07/2006	01/08/2015
Genesis Capital Management LLC	Corporate Officer/Principal	01/01/2000	01/12/2008
Sutro & Co., Inc.	Corporate Officer/Principal	01/01/1992	-

University of Nevada

Undergraduate Degree

Internationale

Etats-Unis

Opérationnelle

Portfolio Manager-Equities	2
Corporate Officer/Principal	2
Undergraduate Degree	1

Sectorielle

Finance	4
Consumer Services	2

Fonctions occupées

Actives

Inactives

Sociétés cotées

Entreprise privées

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
Sutro & Co., Inc.	Finance
Malcolm H. Gissen & Associates, Inc. Malcolm H. Gissen & Associates, Inc. Investment ManagersFinance Founded in 1985, Malcolm H. Gissen & Associates, Inc. is a full-service, registered investment advisor located in San Francisco. The firm specializes in providing investment management services to high net-worth individuals	Finance
Genesis Capital Management LLC