Profil
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.
Postes actifs de Rebecca Jo DeCesaro
| 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 | 01/04/2017 |
Marylhurst University
Marylhurst University Other Consumer ServicesConsumer Services Functions as a College/University | Directeur/Membre du Conseil | - |
Anciens postes connus de Rebecca Jo DeCesaro
| Sociétés | Poste | Fin |
|---|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
| CHARLES SCHWAB | Corporate Officer/Principal | - |
US Trust
US Trust Investment ManagersFinance Provides investment management services | Corporate Officer/Principal | 31/05/2007 |
Merchants Trust Co.
Merchants Trust Co. Financial ConglomeratesFinance Investment management services | Directeur en chef des Investissements | 02/01/1994 |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Formation de Rebecca Jo DeCesaro
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
The Charles Schwab Corp.
The Charles Schwab Corp. Investment Banks/BrokersFinance Provides retail brokerage, investment advisory, banking and trust 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 |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Montgomery Securities, Inc.
Montgomery Securities, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Marylhurst University
Marylhurst University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Montana State University
Montana State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Merchants Trust Co.
Merchants Trust Co. Financial ConglomeratesFinance Investment management services | Finance |
US Trust
US Trust Investment ManagersFinance Provides investment management services | Finance |
















