Paul Aris
Gestionnaire de Portefeuille-Actions chez Janney Montgomery Scott LLC (Investment Management)
Profil
Mr. Paul Aris, CFA MBA, is a Vice President of Wealth Management & Financial Advisor at Janney Montgomery Scott LLC.
He works with affluent clients and their families, addressing their planning, investments, banking, fiduciary, and business needs.
Focusing on each client’s unique situation, he assembles and leads the team of experts needed to advise them on the full spectrum of their wealth management needs, drawing from Janney Montgomery Scott’s comprehensive resources.
He brings over 30 years of Wall Street experience.
Prior to working at Janney, Mr. Aris worked as a Financial Advisor at Merrill Lynch and was a Vice President and Banker in the Private Bank of J.P.
Morgan covering high net worth clients’ wealth management needs.
Prior to J.P.
Morgan, he managed separate accounts for high net worth individuals focusing on merger arbitrage and special situations.
Before that he worked as a Vice President at Chase Securities helping institutional clients hedge their market risks using interest rate, equity, and FX derivatives.
He also spearheaded its Structured Products Group marketing structured notes to institutional investors and private banking clients.
Before that, he worked at Salomon Brothers in its Capital Markets Desk covering financial institutions and government agencies.
He is a former Director of The Lauder Institute Alumni Association.
Mr. Aris has an MBA with Distinction from the Wharton School, an MA in International Affairs from the University of Pennsylvania, and a Master in Engineering from Cornell University.
He additionally holds The Chartered Financial Analyst Designation, awarded by the CFA Institute.
Postes actifs de Paul Aris
| Sociétés | Poste | Début |
|---|---|---|
Janney Montgomery Scott LLC (Investment Management)
 Janney Montgomery Scott LLC (Investment Management) Investment ManagersFinance Janney Montgomery Scott LLC (Investment Management) (JMS-IM) is the investment management division of Janney Montgomery Scott LLC, a registered broker-dealer headquartered in Philadelphia, Pennsylvania. The firm was founded in 1832 and is a subsidiary of Independence Square Properties LLC, an indirect wholly-owned independent subsidiary of The Penn Mutual Life Insurance Co. JMS-IM provides individuals, families, businesses, and institutions with tailored financial advice. | Gestionnaire de Portefeuille-Actions | 01/01/2018 |
Anciens postes connus de Paul Aris
| Sociétés | Poste | Fin |
|---|---|---|
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Corporate Officer/Principal | - |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Corporate Officer/Principal | - |
Formation de Paul Aris
| University of Pennsylvania | Graduate Degree |
| Cornell University | Graduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Finance |
Janney Montgomery Scott LLC (Investment Management)
Janney Montgomery Scott LLC (Investment Management) Investment ManagersFinance Janney Montgomery Scott LLC (Investment Management) (JMS-IM) is the investment management division of Janney Montgomery Scott LLC, a registered broker-dealer headquartered in Philadelphia, Pennsylvania. The firm was founded in 1832 and is a subsidiary of Independence Square Properties LLC, an indirect wholly-owned independent subsidiary of The Penn Mutual Life Insurance Co. JMS-IM provides individuals, families, businesses, and institutions with tailored financial advice. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Finance |