Career history of Libby Palomeque
Former positions of Libby Palomeque
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 | 31/08/2004 | 31/05/2023 |
Bay Isle Financial Corp.
Bay Isle Financial Corp. Investment ManagersFinance Bay Isle Financial Corp. (BIF) is an asset management firm located in Oakland, CA. Founded in 1986, they manage assets for individuals and institutions. BIF is a subsidiary of Janus Capital Group Inc. (NYSE: JNS) | Portfolio Manager-Equities | 31/12/1992 | 30/07/2004 |
Portfolio Manager-Fixed Income | 31/12/1992 | 30/07/2004 |
Training of Libby Palomeque
University of California, Berkeley | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Bay Isle Financial Corp.
Bay Isle Financial Corp. Investment ManagersFinance Bay Isle Financial Corp. (BIF) is an asset management firm located in Oakland, CA. Founded in 1986, they manage assets for individuals and institutions. BIF is a subsidiary of Janus Capital Group Inc. (NYSE: JNS) | 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 |
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