Craig Scott Valdes
Portfolio Manager-Equities at JPMorgan Private Wealth Advisors LLC
Craig Scott Valdes active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - |
Career history of Craig Scott Valdes
Former positions of Craig Scott Valdes
| Companies | Position | Start | End |
|---|---|---|---|
Malcolm H. Gissen & Associates, Inc.
 Malcolm H. Gissen & Associates, Inc. Investment ManagersFinance Founded in 1985, Malcolm H. Gissen & Associates, Inc. is a full-service, registered investment advisor located in San Francisco. The firm specializes in providing investment management services to high net-worth individuals | Portfolio Manager-Equities | 30/06/2006 | 31/07/2015 |
| Genesis Capital Management LLC | Corporate Officer/Principal | 31/12/1999 | 30/11/2008 |
| Sutro & Co., Inc. | Corporate Officer/Principal | 31/12/1991 | - |
Training of Craig Scott Valdes
| University of Nevada | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Portfolio Manager-Equities | 2 |
| Corporate Officer/Principal | 2 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Malcolm H. Gissen & Associates, Inc.
Malcolm H. Gissen & Associates, Inc. Investment ManagersFinance Founded in 1985, Malcolm H. Gissen & Associates, Inc. is a full-service, registered investment advisor located in San Francisco. The firm specializes in providing investment management services to high net-worth individuals | Finance |
| Sutro & Co., Inc. | 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 |
| Genesis Capital Management LLC |
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