Harvey A. Rowen
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Profil
Mr. Harvey A.
Rowen is a Portfolio Manager at First Republic Investment Management, Inc. He is also a Managing Director at the firm.
He has over 25 years of wealth management experience.
Prior to joining First Republic in 2012, Mr. Rowen was previously employed as Co-Founder by Starmont Asset Management LLC, a Principal by Haas School of Business, a Principal by Merrill Lynch & Co., Inc., a Principal by Merrill Lynch Trust Co., a Principal by Charles Schwab Trust Co., and Senior Consultant by SRI International.
He began his career in the General Counsel's Office of the Securities and Exchange Commission
Mr. Rowen received his Bachelor of Science degree in accounting from the University of California, Los Angeles, and a graduate degree from the University of California, Berkeley, and an MBA from New York University.
Anciens postes connus de Harvey A. Rowen
| 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 | 01/12/2014 |
Starmont Asset Management LLC
 Starmont Asset Management LLC Investment ManagersFinance Starmont Asset Management LLC provides investment advice. The company was founded by Harvey A. Rowen is headquartered in San Ramon, CA. | Corporate Officer/Principal | 31/12/2011 |
| Haas School of Business | Corporate Officer/Principal | - |
SRI International
 SRI International Miscellaneous Commercial ServicesCommercial Services SRI International provides contract research and development services. It is an independent, nonprofit research institute conducting client-sponsored research and development for government agencies, commercial businesses, foundations, and other organizations. The company was founded in 1946 and is headquartered in Menlo Park, CA. | Corporate Officer/Principal | - |
| Merrill Lynch Trust Co. | Corporate Officer/Principal | - |
Formation de Harvey A. Rowen
| University of California, Los Angeles | Undergraduate Degree |
| New York University | Masters Business Admin |
| University of California, Berkeley | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Charles Schwab Trust Co. /Old/
 Charles Schwab Trust Co. /Old/ Regional BanksFinance Charles Schwab Trust Co. /Old/ is a company based in San Francisco, CA. | 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 |
SRI International
SRI International Miscellaneous Commercial ServicesCommercial Services SRI International provides contract research and development services. It is an independent, nonprofit research institute conducting client-sponsored research and development for government agencies, commercial businesses, foundations, and other organizations. The company was founded in 1946 and is headquartered in Menlo Park, CA. | Commercial Services |
| Merrill Lynch Trust Co. | |
Starmont Asset Management LLC
Starmont Asset Management LLC Investment ManagersFinance Starmont Asset Management LLC provides investment advice. The company was founded by Harvey A. Rowen is headquartered in San Ramon, CA. | Finance |
| Merrill Lynch & Co., Inc. | Finance |
