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Jeffrey Barnett Atwood
Gestionnaire de Portefeuille-Actions chez
JPMorgan Private Wealth Advisors LLC
Profil
Mr. Jeffrey B. Atwood is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director of the firm.
His extensive experience allows him to distill each client’s unique financial priorities pursuing them through the deft integration of capabilities and resources firm wide.
He has particular depth in the tactical management and rebalancing of client portfolios.
As an experienced Relationship Manager to large multigenerational families He is keenly attuned to the opportunities and challenges inherent in preserving and transferring substantial wealth.
Prior to joining First Republic in 2018, Mr. Atwood was a Private Wealth Advisor and Senior Vice President with the Atwood Group within Merrill Lynch’s Private Banking and Investment Group in Boston, MA. Mr. Atwood provides tailored wealth strategies and cohesive implementation to a select group of individuals and families throughout the United States.
He joined Merrill Lynch in 1997.
Previously, he worked at Oppenheimer in New York City and Brown Brothers Harriman in Boston on the Institutional Equity Desk.
Mr. Atwood earned his bachelor’s degree from the University of Colorado.
Postes actifs de Jeffrey Barnett Atwood
| Sociétés | Poste | Début |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Gestionnaire de Portefeuille-Actions | 01/04/2018 |
Anciens postes connus de Jeffrey Barnett Atwood
| Sociétés | Poste | Fin |
|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/04/2018 |
Brown Brothers Harriman & Co.
 Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Oppenheimer & Co., Inc.
 Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Corporate Officer/Principal | - |
Formation de Jeffrey Barnett Atwood
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Provides wealth and asset management, brokerage & investment banking services | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Provides brokerage services | Finance |
The University of Colorado
 The University of Colorado Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
