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Rex L. Wardlaw
Director/Board Member at The Abbey Foundation of Oregon
Rex L. Wardlaw active positions
Companies | Position | Start | End |
---|---|---|---|
The Abbey Foundation of Oregon | Director/Board Member | - | - |
Career history of Rex L. Wardlaw
Former positions of Rex L. Wardlaw
Companies | Position | Start | End |
---|---|---|---|
Trainer Wortham & Co., Inc.
![]() Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC) | Analyst-Equity | - | 30/05/2007 |
Portfolio Manager-Equities | - | 30/05/2007 | |
US Trust | Corporate Officer/Principal | 30/12/2006 | 30/12/2006 |
First Interstate BancSystem Foundation | Corporate Officer/Principal | 30/12/1998 | 30/12/1998 |
Wells Fargo Capital Finance, Inc.
![]() Wells Fargo Capital Finance, Inc. Finance/Rental/LeasingFinance Wells Fargo Capital Finance, Inc. provides senior secured financing solutions for businesses in the United States and Canada. It serves manufacturing, wholesale and distribution, service companies, software and technology, retail, vacation ownership and specialty commercial finance companies. The company was founded in 1971 and is headquartered in Santa Monica, CA. | Corporate Officer/Principal | - | - |
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. | Analyst-Equity | 31/08/2007 | - |
Portfolio Manager-Equities | 31/08/2007 | - |
Statistics
International
United States | 7 |
Operational
Corporate Officer/Principal | 3 |
Analyst-Equity | 2 |
Portfolio Manager-Equities | 2 |
Sectoral
Finance | 5 |
Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
---|---|
Trainer Wortham & Co., Inc.
![]() Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC) | 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 |
US Trust | Finance |
First Interstate BancSystem Foundation | Miscellaneous |
Wells Fargo Capital Finance, Inc.
![]() Wells Fargo Capital Finance, Inc. Finance/Rental/LeasingFinance Wells Fargo Capital Finance, Inc. provides senior secured financing solutions for businesses in the United States and Canada. It serves manufacturing, wholesale and distribution, service companies, software and technology, retail, vacation ownership and specialty commercial finance companies. The company was founded in 1971 and is headquartered in Santa Monica, CA. | Finance |
The Abbey Foundation of Oregon |
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