Eric C. Bell
Plus aucun poste en cours
Profil
Mr. Eric C.
Bell is a Managing Director & Wealth Advisor at First Republic Investment Management, Inc. Before joining First Republic Investment Management in 2012, he served as Senior Vice President at Bank of the West/BNP Private Wealth Management.
His nearly 30 years of experience in the financial services industry also includes roles as a Senior Director with BNY Mellon and Private Client Manager at Wells Fargo Private Client Services.
He started his career with Prudential-Bache Securities in 1984.
Mr. Bell received a Bachelor’s degree in business administration from the University of Phoenix.
Anciens postes connus de Eric C. Bell
| Sociétés | Poste | Fin |
|---|---|---|
Bank of the West (California)
 Bank of the West (California) Regional BanksFinance Bank of the West operates as a state chartered commercial bank. It offers retail banking, small and medium enterprise banking, pacific rim banking, commercial banking, wealth management, and personal finance. The company was founded in 1874 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 31/12/2011 |
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 | - |
| Prudential-Bache Capital Return Futures Fund LP | Corporate Officer/Principal | - |
BNY Mellon, NA
 BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Corporate Officer/Principal | - |
| WELLS FARGO & COMPANY | Corporate Officer/Principal | - |
Formation de Eric C. Bell
| University of Phoenix | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| WELLS FARGO & COMPANY | Finance |
| Entreprise privées | 4 |
|---|---|
Bank of the West (California)
Bank of the West (California) Regional BanksFinance Bank of the West operates as a state chartered commercial bank. It offers retail banking, small and medium enterprise banking, pacific rim banking, commercial banking, wealth management, and personal finance. The company was founded in 1874 and is headquartered in San Francisco, CA. | Finance |
BNY Mellon, NA
BNY Mellon, NA Investment ManagersFinance BNY Mellon, NA operates as a nationally chartered commercial bank. The company is headquartered in Pittsburgh, PA. | Finance |
| Prudential-Bache Capital Return Futures Fund LP | |
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 |
