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Perry E. Brown
Plus aucun poste en cours
Finance
Consumer Services
Profil
Mr. Perry E.
Brown is Wealth Advisor at First Republic Investment Management, Inc. He is also a Managing Director at the firm.
He has over 18 years of wealth management experience.
Prior joining First Republic in 2013, Mr. Brown was previously employed as Lieutenant Commander by United States Navy Reserve, a Managing Director by Citigroup Private Bank, and a Managing Director by The Northern Trust Co.
Mr. Brown received his Bachelor of Science degree from Palm Beach Atlantic University, and a MBA from the Hankamer School of Business at Baylor University.
Anciens postes connus de Perry E. Brown
| Sociétés | Poste | Fin |
|---|---|---|
The Northern Trust Co.
 The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Corporate Officer/Principal | - |
Citigroup Private Bank
 Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank's global investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers. They utilize a core and opportunistic wealth framework, in which they identify a broadly diversified core portfolio based on the long-term plan they create using their proprietary asset allocation methodology. | Corporate Officer/Principal | 31/12/2012 |
United States Navy Reserve | Corporate Officer/Principal | - |
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Gestionnaire de Portefeuille-Actions | - |
Formation de Perry E. Brown
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 6 |
|---|---|
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
Baylor University
 Baylor University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Palm Beach Atlantic University, Inc.
 Palm Beach Atlantic University, Inc. Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Citigroup Private Bank
Citigroup Private Bank Investment ManagersFinance Citigroup Private Bank's global investment opportunities across asset classes via capital markets strategies, discretionary portfolios, and third-party managers. They utilize a core and opportunistic wealth framework, in which they identify a broadly diversified core portfolio based on the long-term plan they create using their proprietary asset allocation methodology. | Finance |
The Northern Trust Co.
The Northern Trust Co. Investment ManagersFinance Provides financial advisory and wealth management services | Finance |
United States Navy Reserve |
