Maureen Anne Flanagan
Gestionnaire de Portefeuille-Actions chez JPMorgan Private Wealth Advisors LLC
Profil
Ms. Maureen A.
Flanagan, CFA MBA, is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
She is also a Managing Director of the firm.Ms. Flanagan joined J.P.
Morgan Wealth Management, First Republic now part of JPMorgan Chase, in July 2023.
Prior to joining First Republic she spent 17 years at U.S.
Trust, most recently as a Senior Vice President and Senior Portfolio Manager.
Ms. Flanagan has also held senior portfolio management positions at other Southern California firms.
Ms. Flanagan received her Bachelor of Science in Business Administration from the University of Southern California and her Masters in Business Administration from California State University at Long Beach.
She holds the Chartered Financial Analyst designation.
Postes actifs de Maureen Anne Flanagan
| 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 | 01/04/2017 |
Anciens postes connus de Maureen Anne Flanagan
| Sociétés | Poste | Fin |
|---|---|---|
| US Trust | Corporate Officer/Principal | 31/12/2012 |
| Women Investing in Security & Education | Corporate Officer/Principal | - |
| Childhelp USA, Inc. | Corporate Officer/Principal | - |
| Security Pacific Bank (Los Angeles, California) | Corporate Officer/Principal | - |
Stein Roe Investment Counsel LLC
 Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | Corporate Officer/Principal | - |
Formation de Maureen Anne Flanagan
| University of Southern California | Undergraduate Degree |
| The California State University | Masters Business Admin |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
First American Trust Co.
 First American Trust Co. Investment ManagersFinance First American Trust Co. (First American) is a trust company headquartered in Santa Ana, California. The firm is a subsidiary of First American Financial Corp. (NYSE: FAF), a US financial services company and provider of title insurance and settlement services to the real estate and mortgage industries. First American provides personalized investment advice, fiduciary trust services, and wealth planning to successful individuals, families, and organizations. | Finance |
Stein Roe Investment Counsel LLC
Stein Roe Investment Counsel LLC Investment ManagersFinance Formed in 1932 by Sydney Stein, Jr. and Frederick Roe, Stein Roe Investment Counsel LLC provides independent investment counsel to wealthy families, individuals and institutions. The firm is based in Chicago. | 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 |
Zions Capital Advisors, Inc.
 Zions Capital Advisors, Inc. Investment ManagersFinance Zions Capital Advisors, Inc. (ZCA) is a registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded in 2004 and is a subsidiary of Zions Bancorporation, NA (NASDAQ: ZION). ZCA offers individually customized money market and short-term fixed income asset management services for state, municipal or governmental entities including obligated persons with municipal bond proceeds in several states. | Finance |
Columbia State Bank (Tacoma, Washington)
 Columbia State Bank (Tacoma, Washington) Regional BanksFinance Columbia State Bank state chartered commercial bank. The company was founded in 1993 and is headquartered in Tacoma, WA. | Finance |
| US Trust | Finance |
| Childhelp USA, Inc. | |
| Women Investing in Security & Education | |
| Security Pacific Bank (Los Angeles, California) | Finance |