Rebecca Jo DeCesaro
Director/Board Member at Marylhurst University
Profile
Ms. Rebecca J.
DeCesaro is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
She has more than two decades of experience in the investment business.
Prior to First Republic, she was a Senior Vice President and Portfolio Manager at U.S.
Trust for just under six years.
Her portfolio management duties began in 1994, when she assumed the position of Chief Investment Officer for the Merchants Trust Company.
She has extensive institutional knowledge and experience and has been employed by various investment banking and money management firms, including Montgomery Securities in San Francisco, Charles Schwab Corp.
in Denver and Brown Brothers Harriman in Boston.
She started her career in 1987 with Morgan Stanley in New York.
Ms. DeCesaro received a Bachelor of Arts in Public Administration from Montana State University.
Rebecca Jo DeCesaro 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 | 31/03/2017 |
Marylhurst University | Director/Board Member | - |
Former positions of Rebecca Jo DeCesaro
Companies | Position | End |
---|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | - |
CHARLES SCHWAB | Corporate Officer/Principal | - |
US Trust | Corporate Officer/Principal | 30/05/2007 |
Merchants Trust Co.
Merchants Trust Co. Financial ConglomeratesFinance Merchants Trust Co. provides investment management and trust administration services. The firm serves business owners, individuals, families, non-profit organizations, and foundations. It also provides financial and planning solutions. The company was founded in 1870 and is headquartered in South Burlington, VT. | Chief Investment Officer | 01/01/1994 |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Corporate Officer/Principal | - |
Training of Rebecca Jo DeCesaro
Montana State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
---|---|
CHARLES SCHWAB | Finance |
Private companies | 6 |
---|---|
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 |
Montgomery Securities, Inc. | Finance |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Finance |
Merchants Trust Co.
Merchants Trust Co. Financial ConglomeratesFinance Merchants Trust Co. provides investment management and trust administration services. The firm serves business owners, individuals, families, non-profit organizations, and foundations. It also provides financial and planning solutions. The company was founded in 1870 and is headquartered in South Burlington, VT. | Finance |
US Trust | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
- Stock Market
- Insiders
- Rebecca Jo DeCesaro