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Pamela Lipschultz Bennett
Director/Board Member at Real Estate Institute of Australia
Profile
Ms. Pamela L.
Bennett is a Wealth Advisor at JPMorgan Private Wealth Advisors LLC.
She is on the Board of Directors at Real Estate Institute of Australia.
She has over three decades of experience advising high net worth individuals and families.
Ms. Bennett joined First Republic Investment Management in June 2010.
He previously spent 8 years as a Senior Vice President Private Client Advisor at City National Bank in Beverly Hills.
Before that, Ms. Bennett was an Executive Director with UBS in Los Angeles.
Ms. Bennett holds a Bachelor of Science in Communications from the University of Illinois and a Personal Financial Planning designation from UCLA.
Pamela Lipschultz Bennett 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 | 31/05/2010 |
Real Estate Institute of Australia
![]() Real Estate Institute of Australia Real Estate DevelopmentFinance Real Estate Institute of Australia is an Australian private company that operates as a real estate agency. Anna Neelagama is the CEO, in this role since 2020. | Director/Board Member | - |
Former positions of Pamela Lipschultz Bennett
Companies | Position | End |
---|---|---|
City National Bank (Los Angeles, California)
![]() City National Bank (Los Angeles, California) Major BanksFinance City National Bank engages in the provision of banking services. It offers commercial, private, preferred, wealth management, international banking, treasury management, and real estate services. The company was founded on January 4, 1954 and is headquartered in Los Angeles, CA. | Corporate Officer/Principal | - |
UBS Asset Management (Americas), Inc.
![]() UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | Corporate Officer/Principal | - |
Training of Pamela Lipschultz Bennett
University of Illinois | Undergraduate Degree |
Experiences
Positions held
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Inactive
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Private companies
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1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 4 |
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UBS Asset Management (Americas), Inc.
![]() UBS Asset Management (Americas), Inc. Investment ManagersFinance UBS Asset Management (Americas) LLC (UBS AM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as UBS Global Asset Management (Americas), Inc. They are a wholly owned subsidiary of UBS Americas, Inc., ultimately owned by UBS Group AG (SIX: UBSG; NYSE: UBS) in Switzerland. UBS AM provides investment products and services to corporate and public pension plans, financial institutions and advisors, central banks, charities, foundations and individual investors around the world. | 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 |
City National Bank (Los Angeles, California)
![]() City National Bank (Los Angeles, California) Major BanksFinance City National Bank engages in the provision of banking services. It offers commercial, private, preferred, wealth management, international banking, treasury management, and real estate services. The company was founded on January 4, 1954 and is headquartered in Los Angeles, CA. | Finance |
Real Estate Institute of Australia
![]() Real Estate Institute of Australia Real Estate DevelopmentFinance Real Estate Institute of Australia is an Australian private company that operates as a real estate agency. Anna Neelagama is the CEO, in this role since 2020. | Finance |
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