![Evan Soff](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Evan Soff
Portfolio Manager-Aktien bei
JPMorgan Private Wealth Advisors LLC
Profil
Mr. Evan Soff is an Executive Director & Wealth Advisor at JPMorgan Private Wealth Advisors LLC.
He focuses his practice on multigenerational planning and risk management through careful integration of the firm’s extensive capabilities and resources.
He launched his career in 2005 at Citibank, eventually rising to be Senior Vice President and Senior Wealth Advisor at Citi Personal Wealth Management.
Mr. Soff earned his B.S.
in Economics from New York University, with a minor in Music.
He also holds the Certified Private Wealth Advisor (CPWA) designation.
Aktive Positionen von Evan Soff
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.03.2021 |
Ehemalige bekannte Positionen von Evan Soff
| Unternehmen | Position | Ende |
|---|---|---|
Citigroup Global Markets, Inc.
 Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Provides investment banking, financial and wealth management services | Corporate Officer/Principal | 01.03.2021 |
Ausbildung von Evan Soff
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
93
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Citigroup Global Markets, Inc.
Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Provides investment banking, financial and wealth management 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 |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
