Profil
Stephen Henry Brinck worked as a Principal & Director-Fixed Income at Thomas Weisel Partners Group, Inc. from 1999 to 2007.
He was a Vice President-Fixed Income at Montgomery Securities, Inc. from 1994 to 1998.
From 2013 to 2017, he worked as a Fixed Income Portfolio Manager at JPMorgan Private Wealth Advisors LLC.
In 2012, he worked as an Advisor & Fixed Income Strategy Consultant at Argos Wealth Advisors LLC.
Brinck holds an MBA from the University of California, Berkeley and an undergraduate degree from The University of Colorado.
Anciens postes connus de Henry Brinck
| 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. | Portfolio Manager-Fixed Income | 01/04/2017 |
Argos Wealth Advisors LLC
 Argos Wealth Advisors LLC Investment ManagersFinance Argos Wealth Advisors LLC is a private partnership portfolio advisory firm that manages risk through independent and objective advice. The private company is based in Sacramento, CA and was founded in 2007 by Michael H. Russo. The company tailors portfolios to individual goals and focuses on risk-adjusted, after-fee, after-tax performance. Argos does its own independent research, and its only economic benefit is from its consulting fee, with all savings and rebates going directly back to clients. | Corporate Officer/Principal | 31/12/2012 |
Thomas Weisel Partners Group, Inc.
 Thomas Weisel Partners Group, Inc. Investment Banks/BrokersFinance Thomas Weisel Partners Group, Inc. is an investment banking company, which engages in the provision of investment banking, brokerage, equity research, and asset management services. Its services include brokerage services, tax and estate planning strategies, investment management consulting, alternate investments, and corporate client services. The company was founded by Thomas W. Weisel in 1999 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
| Montgomery Securities, Inc. | Corporate Officer/Principal | - |
Formation de Henry Brinck
| The University of Colorado | Undergraduate Degree |
| University of California, Berkeley | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Thomas Weisel Partners Group, Inc.
Thomas Weisel Partners Group, Inc. Investment Banks/BrokersFinance Thomas Weisel Partners Group, Inc. is an investment banking company, which engages in the provision of investment banking, brokerage, equity research, and asset management services. Its services include brokerage services, tax and estate planning strategies, investment management consulting, alternate investments, and corporate client services. The company was founded by Thomas W. Weisel in 1999 and is headquartered in San Francisco, CA. | Finance |
| Montgomery Securities, Inc. | 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 |
Argos Wealth Advisors LLC
Argos Wealth Advisors LLC Investment ManagersFinance Argos Wealth Advisors LLC is a private partnership portfolio advisory firm that manages risk through independent and objective advice. The private company is based in Sacramento, CA and was founded in 2007 by Michael H. Russo. The company tailors portfolios to individual goals and focuses on risk-adjusted, after-fee, after-tax performance. Argos does its own independent research, and its only economic benefit is from its consulting fee, with all savings and rebates going directly back to clients. | Finance |