Paul Loren Feinstein
Directeur Général chez Audent Global Asset Management LLC
Profil
Mr. Paul L.
Feinstein is a Chief Executive Officer & Chief Investment Officer at Audent Global Asset Management LLC.
He has more than 20 years of experience and award-winning wealth management, Paul leads the firm's investment team, developing and managing the strategic investment and daily trading decisions for the company.
He was responsible for the development of each of the option overlay programs and strategies for the Audent Global Asset Management clients.
With his extensive background in equity, fixed income and derivatives markets, he specializes in helping ultra-high net worth families grow and preserve wealth.
He helps clients identify and prioritize plans, and then provides straightforward advice in collaboration with their attorneys, accountants and family office partners.
Prior to founding Audent, Mr. Feinstein served as a Managing Director and Senior Portfolio Manager at First Republic Investment Management.
Before that, he was a Managing Director and Senior Portfolio Manager with UBS for nearly 14 years.
He earned a bachelor of science degree from the University of California, Los Angeles, and the prestigious Certified Investment Management Analyst Designation from the Wharton School of Business at the University of Pennsylvania.
Postes actifs de Paul Loren Feinstein
| Sociétés | Poste | Début |
|---|---|---|
Audent Global Asset Management LLC
 Audent Global Asset Management LLC Investment ManagersFinance Audent Global Asset Management LLC (Audent) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded by Paul L. Feinstein in 2020 and is a subsidiary of Audent Capital Partners LLC. Audent offers a variety of advisory services, which include financial planning, consulting, and investment management services to individual and institutional clients. | Directeur Général | 01/04/2020 |
Anciens postes connus de Paul Loren Feinstein
| 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. | Corporate Officer/Principal | 01/03/2020 |
UBS AG (New York)
 UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Corporate Officer/Principal | 01/02/2017 |
Formation de Paul Loren Feinstein
| University of California | Undergraduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
UBS AG (New York)
UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | 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 |
Audent Global Asset Management LLC
Audent Global Asset Management LLC Investment ManagersFinance Audent Global Asset Management LLC (Audent) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded by Paul L. Feinstein in 2020 and is a subsidiary of Audent Capital Partners LLC. Audent offers a variety of advisory services, which include financial planning, consulting, and investment management services to individual and institutional clients. | Finance |
