Charles Clark Radcliffe
Portfolio Manager-Equities at JPMorgan Private Wealth Advisors LLC
Profile
Mr. Charles C.
Radcliffe is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director of the firm.
He has over three decades of experience in the financial services industry.
He joined First Republic Securities Company in 2009, after spending 20 years at Morgan Stanley Smith Barney, where he was a Senior Vice President and Portfolio Manager.
He began his career as an associate in the public finance department of Mudge Rose Guthrie Alexander & Ferdon.
He later joined Dean Witter Reynolds, where he was a Vice President in the Corporate Finance department.
He later joined Bond Investors Guaranty, a municipal bond insurer, as a Vice President in the new products group.
Mr. Radcliffe has a Bachelor of Arts from Boston College and graduated Magna Cum Laude from New York Law School.
Charles Clark Radcliffe active positions
| Companies | Position | Start |
|---|---|---|
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. | Portfolio Manager-Equities | 31/03/2017 |
Former positions of Charles Clark Radcliffe
| Companies | Position | End |
|---|---|---|
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Corporate Officer/Principal | 30/12/2008 |
| Mudge Rose Guthrie Alexander & Ferdon | Corporate Officer/Principal | - |
| Dean Witter Reynolds, Inc. | Corporate Officer/Principal | - |
Training of Charles Clark Radcliffe
| Boston College | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
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 |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
| Dean Witter Reynolds, Inc. | Finance |
| Mudge Rose Guthrie Alexander & Ferdon | Commercial Services |
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