![René W. Henriksen](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
René W. Henriksen
Gestionnaire de Portefeuille-Actions chez
JPMorgan Private Wealth Advisors LLC
Profil
Mr. René W.
Henriksen is a Managing Director & Wealth Partner at JPMorgan Private Wealth Advisors LLC.
He works closely with business owners, corporate executives, and other accomplished individuals, helping them design a more direct path to their goals and aspirations.
With more than 25 years of experience, he offers the knowledge and perspective to help clients enact a more efficient approach to their financial lives.
Prior to his current role, he spent seven years with First Republic Private Wealth Management, where he was a Managing Director and Wealth Manager.
His career also includes tenures with UBS, where he was a Senior Vice President in Wealth Management, as well as Deutsche Bank and Donaldson, Lufkin & Jenrette.
Mr. Henriksen has worked in wealth management since 1996.
Earlier, he served as a U.S.
Naval Officer in San Diego after completing his NROTC training at the University of Pennsylvania.
Mr. Henriksen earned his M.B.A. from the Marshall School of Business at the University of Southern California and his B.S.
in Engineering from Drexel University.
Postes actifs de René W. Henriksen
| Sociétés | Poste | Début |
|---|---|---|
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 | 01/01/2016 |
Anciens postes connus de René W. Henriksen
| Sociétés | Poste | Fin |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | 01/01/2016 |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/2009 |
Donaldson, Lufkin & Jenrette Securities Corp.
 Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services | Corporate Officer/Principal | - |
Formation de René W. Henriksen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
98
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
Deutsche Bank Securities, Inc.
Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
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 |
Donaldson, Lufkin & Jenrette Securities Corp.
Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services | Finance |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Drexel University
 Drexel University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
