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Paul Loren Feinstein
Chief Executive Officer at Audent Global Asset Management LLC
Paul Loren Feinstein active positions
Companies | Position | Start | End |
---|---|---|---|
Audent Global Asset Management LLC
![]() Audent Global Asset Management LLC Investment ManagersFinance Audent Global Asset Management LLC (Audent) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded by Paul L. Feinstein in 2020 and is a subsidiary of Audent Capital Partners LLC. Audent offers a variety of advisory services, which include financial planning, consulting, and investment management services to individual and institutional clients. | Chief Executive Officer | 31/03/2020 | - |
Chief Investment Officer | 31/03/2020 | - | |
Founder | 31/03/2020 | - |
Career history of Paul Loren Feinstein
Former positions of Paul Loren Feinstein
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. | Corporate Officer/Principal | 31/01/2017 | 29/02/2020 |
UBS AG (New York)
![]() UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Corporate Officer/Principal | 28/02/2003 | 31/01/2017 |
Training of Paul Loren Feinstein
University of California | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Corporate Officer/Principal | 2 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
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Audent Global Asset Management LLC
![]() Audent Global Asset Management LLC Investment ManagersFinance Audent Global Asset Management LLC (Audent) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded by Paul L. Feinstein in 2020 and is a subsidiary of Audent Capital Partners LLC. Audent offers a variety of advisory services, which include financial planning, consulting, and investment management services to individual and institutional clients. | Finance |
UBS AG (New York)
![]() UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | 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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