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Paul Loren Feinstein
Vorstandsvorsitzender bei Audent Global Asset Management LLC
Aktive Positionen von Paul Loren Feinstein
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Audent Global Asset Management LLC
![]() Audent Global Asset Management LLC Investment ManagersFinance Audent Global Asset Management LLC (Audent) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded by Paul L. Feinstein in 2020 and is a subsidiary of Audent Capital Partners LLC. Audent offers a variety of advisory services, which include financial planning, consulting, and investment management services to individual and institutional clients. | Vorstandsvorsitzender | 01.04.2020 | - |
Chief Investment Officer | 01.04.2020 | - | |
Gründer | 01.04.2020 | - |
Karriereverlauf von Paul Loren Feinstein
Ehemalige bekannte Positionen von Paul Loren Feinstein
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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. | Corporate Officer/Principal | 01.02.2017 | 01.03.2020 |
UBS AG (New York)
![]() UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Corporate Officer/Principal | 01.03.2003 | 01.02.2017 |
Ausbildung von Paul Loren Feinstein
University of California | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Operativ
Corporate Officer/Principal | 2 |
Chief Executive Officer | 1 |
Chief Investment Officer | 1 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 3 |
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UBS AG (New York)
![]() UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | 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 |
Audent Global Asset Management LLC
![]() Audent Global Asset Management LLC Investment ManagersFinance Audent Global Asset Management LLC (Audent) is a registered investment advisor headquartered in Los Angeles, California. The firm was founded by Paul L. Feinstein in 2020 and is a subsidiary of Audent Capital Partners LLC. Audent offers a variety of advisory services, which include financial planning, consulting, and investment management services to individual and institutional clients. | Finance |
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