Stephen Michael Parker
Gestionnaire de Portefeuille-Actions chez JPMorgan Chase Co. (Investment Management)
Profil
Mr. Stephen M.
Parker is a Managing Director at JPMorgan Private Investments, Inc. and a Managing Director & Wealth Advisor at JPMorgan Chase Co. In his role, he provides clients across the Southeast with ongoing guidance on tax-efficient wealth and estate planning strategies.
He draws on the resources available across JPMorgan Chase & Co. to address clients’ most complex wealth planning needs.
Prior to joining J.P.
Morgan, he spent 13 years working at a law firm and was most recently a partner in the Family Wealth Planning Department of Cohen, Pollock, Merlin and Small.
He received a Bachelor of Science in Business Administration (magna cum laude) from Washington University in St. Louis, and in 1992, he earned a J.D., with distinction, from Emory University School of Law.
Postes actifs de Stephen Michael Parker
Sociétés | Poste | Début |
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JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Gestionnaire de Portefeuille-Actions | - |
JPMorgan Private Investments, Inc.
JPMorgan Private Investments, Inc. Investment ManagersFinance JPMorgan Private Investments, Inc. (JPMPI) is a registered investment advisor headquartered in New York City and was founded in 1991. The firm is a wholly-owned subsidiary of JPMorgan Chase Holdings LLC and ultimately held by JPMorgan Chase and Co. (NYSE: JPM). JPMPI acts as a sub-adviser and adviser to open-end and closed-end registered investment companies; provides investment advice and/or administrative functions for private investment funds organized as limited partnerships, limited liability companies or offshore companies; and provides discretionary investment management services in various wrap fee programs offered through an affiliate, JPMorgan Securities LLC (JPMS). | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Stephen Michael Parker
Sociétés | Poste | Fin |
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JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Gestionnaire de Portefeuille-Actions | - |
Formation de Stephen Michael Parker
University of Virginia | Undergraduate Degree |
Expériences
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Entreprises liées au 1er degré
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Sociétés liées
Entreprise privées | 3 |
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JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Finance |
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Finance |
JPMorgan Private Investments, Inc.
JPMorgan Private Investments, Inc. Investment ManagersFinance JPMorgan Private Investments, Inc. (JPMPI) is a registered investment advisor headquartered in New York City and was founded in 1991. The firm is a wholly-owned subsidiary of JPMorgan Chase Holdings LLC and ultimately held by JPMorgan Chase and Co. (NYSE: JPM). JPMPI acts as a sub-adviser and adviser to open-end and closed-end registered investment companies; provides investment advice and/or administrative functions for private investment funds organized as limited partnerships, limited liability companies or offshore companies; and provides discretionary investment management services in various wrap fee programs offered through an affiliate, JPMorgan Securities LLC (JPMS). | Finance |