Evan Soff

Portfolio Manager-Equities at

JPMorgan Private Wealth Advisors LLC

Finance

Consumer Services

Profile

Mr. Evan Soff is an Executive Director & Wealth Advisor at JPMorgan Private Wealth Advisors LLC.
He focuses his practice on multigenerational planning and risk management through careful integration of the firm’s extensive capabilities and resources.
He launched his career in 2005 at Citibank, eventually rising to be Senior Vice President and Senior Wealth Advisor at Citi Personal Wealth Management.
Mr. Soff earned his B.S.
in Economics from New York University, with a minor in Music.
He also holds the Certified Private Wealth Advisor (CPWA) designation.

Evan Soff 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	28/02/2021

All active positions of Evan Soff

Former positions of Evan Soff

Companies	Position	End
Citigroup Global Markets, Inc. Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Provides investment banking, financial and wealth management services	Corporate Officer/Principal	28/02/2021

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Training of Evan Soff

Experiences
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Private companies

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Linked companies

Private companies	3
Citigroup Global Markets, Inc. Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Provides investment banking, financial and wealth management 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
New York University New York University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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