Douglas Paul Fiek

Portfolio Manager-Equities at

JPMorgan Private Wealth Advisors LLC

Finance

Consumer Services

Profile

Mr. Douglas P.
Fiek is a Managing Director & Wealth Partner at JPMorgan Private Wealth Advisors LLC.
He provides customized advice and sustained guidance to families, technology entrepreneurs, and senior executives, assisting them to effectively grow, preserve, and deploy their wealth.
He deliberately serves a limited number of clients, often working with two or three generations of family members, offering personalized attention and customized portfolios.
Mr. Fiek has close to 30 years of investment experience.
Mr. Fiek career also includes two decades with Credit Suisse, and its predecessor firm, Donaldson, Lufkin & Jenrette.
Prior to that he was a Certified Public Accountant (inactive) with Price Waterhouse.
He earned his B.A. in Economics from the University of California, Berkeley, and his M.B.A. from the Anderson School of Management at UCLA.

Douglas Paul Fiek active positions

Companies	Position	Start
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.	Portfolio Manager-Equities	31/03/2017

All active positions of Douglas Paul Fiek

Former positions of Douglas Paul Fiek

Companies	Position	End
Credit Suisse Securities (USA) LLC (Broker) Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	31/12/2015
FIRST REPUBLIC BANK	Corporate Officer/Principal	-
Donaldson, Lufkin & Jenrette Securities Corp. Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services	Corporate Officer/Principal	-

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Training of Douglas Paul Fiek

Experiences
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Private companies

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Linked companies

Private companies	7
Credit Suisse Securities (USA) LLC (Broker) Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
First Republic Bank (San Francisco, California) First Republic Bank (San Francisco, California) Regional BanksFinance Provides state chartered commercial banking 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 California, Los Angeles University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of California, Berkeley University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Anderson School of Management Anderson School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services