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Reynolds Ospina
Portfolio Manager-Equities at JPMorgan Private Wealth Advisors LLC
Profile
Mr. Reynolds Ospina is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director at the firm.
He joined First Republic in April 2014.
In his role as Wealth Manager, he specializes in the design and management of equity and balanced portfolios for high net worth individuals, organizations, trusts, endowments and foundations with a focus on wealth strategy and wealth planning for his clients.
He has over 25 years of wealth management experience to his role.
He is a board member at Calvary Nursery School.
Mr. Ospina’s prior roles include senior positions with Harvest Capital Strategies LLC, a $1.6 billion manager of high net worth, family offices and institutions.
His previous experience also includes roles advising and marketing to institutional clients for Thomas Weisel Partners, WR Hambrecht and Hambrecht & Quist.
Mr. Ospina received a Bachelor of Science in Business Administration, Finance from Old Dominion University and is a member of the Security Traders Association of San Francisco.
Reynolds Ospina 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 |
Former positions of Reynolds Ospina
Companies | Position | End |
---|---|---|
Rosenblatt Securities, Inc.
![]() Rosenblatt Securities, Inc. Investment Banks/BrokersFinance Founded by Richard J. Rosenblatt in 1979, Rosenblatt Securities, Inc. is a broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research | Corporate Officer/Principal | 30/12/2013 |
TD Waterhouse Canada, Inc.
![]() TD Waterhouse Canada, Inc. Investment Banks/BrokersFinance Part of The Toronto-Dominion Bank, TD Waterhouse Canada, Inc. is a Canadian company that offers investment services to individuals. The company is based in Toronto, Canada. The company's services cater to those who are just starting out, those who prefer to work with an experienced professional, and those who want to take control as a self-directed investor. | Corporate Officer/Principal | - |
Hambrecht & Quist LLC | Corporate Officer/Principal | - |
Volpe Brown Whelan & Co. LLC | Corporate Officer/Principal | - |
WR Hambrecht & Co. Asset Management LLC
![]() WR Hambrecht & Co. Asset Management LLC Investment ManagersFinance Founded in 2005, WR Hambrecht & Co. Asset Management LLC is a registered investment advisor located in San Francisco with offices in New York City, Boston and Philadelphia. The firm is a wholly-owned subsidiary of WR Hambrecht & Co., Inc. | Corporate Officer/Principal | - |
Training of Reynolds Ospina
Old Dominion University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 9 |
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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 |
Rosenblatt Securities, Inc.
![]() Rosenblatt Securities, Inc. Investment Banks/BrokersFinance Founded by Richard J. Rosenblatt in 1979, Rosenblatt Securities, Inc. is a broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research | Finance |
WJB Capital Group, Inc.
![]() WJB Capital Group, Inc. Investment Banks/BrokersFinance Founded in 1993, WJB Capital Group, Inc. is an institutional broker/dealer located in New York City. The firm employs a partnership philosophy that focuses on customer-centric trading and execution solutions to the buy-side. They offer: (1) a variety of global trading and execution services (2) agency equity and derivative executions (3) a dedicated corporate access team (4) macro, technical, derivative, TMT, healthcare and financial strategists and (5) comprehensive commission management solutions. WJB operates live trading desks for all major U.S. equity and option exchanges as well as in the global market centers of Asia, Australia, Europe, North America, South America and South Africa. The firm is a member of the NYSE, FINRA, SIPC and other principal exchanges | Finance |
Harvest Capital Strategies LLC
![]() Harvest Capital Strategies LLC Investment ManagersFinance Harvest Capital Strategies LLC (Harvest) is a SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 1999 and formerly known as JMP Asset Management LLC. They are wholly owned by JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Harvest provides discretionary investment advisory services to a number of private investment funds that operate as private investment funds. | Finance |
Thomas Weisel Partners LLC
![]() Thomas Weisel Partners LLC Investment Banks/BrokersFinance Founded in 1998, Thomas Weisel Partners (TWP) is a broker/dealer headquartered in San Francisco with offices in New York City, Boston, Denver, Colorado and Palo Alto, California. The firm is a subsidiary of Thomas Weisel Partners Group, Inc. (Nasdaq: TWPG), a San Francisco-based investment banking firm. Their ultimate parent is Stifel Financial Corp. (NYSE: SF). TWP's investment banking, brokerage and equity research divisions serve emerging growth companies and institutional investors around the world. They are a member of the NYSE, the SIPC and FINRA. TWP specializes in the growth sectors of the economy with a particular focus on the consumer, energy, healthcare, Internet, media/telecommunications, metals/mining and technology sectors. Within the consumer sector, the firm focuses on: financial products, gaming/lodging, interactive market services, lifestyles/sports retailers, restaurants and hardlines and softlines retailing. TWP's global energy research is provided by analysts in three countries and covers the following trends: (1) fast-growing oil and natural gas producers in North America and worldwide (2) domestic and international energy service companies and (3) alternative energy technology and resource developers. Within the healthcare sector, TWP focuses on: biotechnology, diagnostics, healthcare information technology, pharmaceutical services, life science technology, medical devices and specialty pharmaceuticals. The firm's interest in the Internet, media and telecommunications sector include: Internet services, media, broadcasting and telecommunications services. Their focus within the metals and mining sector include: base metals, gold, precious metals and uranium. TWP's technology research focuses on: (1) applied technologies (2) communications components (3) core and wireless communications equipment (4) IP networking communications equipment (5) electronic supply chain (6) enterprise hardware (7) information and financial technology services (8) semiconductor capital equipment (9) broadline and specialty semiconductors (10) applications and communications software and (11) infrastructure software. TWP also provides value-added equities analysis across a variety of sectors including: industrials, financials, consumer, technology and healthcare. | Finance |
WR Hambrecht & Co. Asset Management LLC
![]() WR Hambrecht & Co. Asset Management LLC Investment ManagersFinance Founded in 2005, WR Hambrecht & Co. Asset Management LLC is a registered investment advisor located in San Francisco with offices in New York City, Boston and Philadelphia. The firm is a wholly-owned subsidiary of WR Hambrecht & Co., Inc. | Finance |
Volpe Brown Whelan & Co. LLC | Finance |
Hambrecht & Quist LLC | Finance |
TD Waterhouse Canada, Inc.
![]() TD Waterhouse Canada, Inc. Investment Banks/BrokersFinance Part of The Toronto-Dominion Bank, TD Waterhouse Canada, Inc. is a Canadian company that offers investment services to individuals. The company is based in Toronto, Canada. The company's services cater to those who are just starting out, those who prefer to work with an experienced professional, and those who want to take control as a self-directed investor. | Finance |
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