Chase Manhattan Private Bank
Address: 50 Rowes Wharf floor 4, Boston, MA 02110 Phone: (617) 310-0500Website: : Hours: Category: : Place name: : : : : Website: https://am.jpmorgan.com/private-bank/public/gl/en/global-offices-us-massachusetts-boston Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (2) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of J.P. Morgan Private Bank Posting publicly on the Web Write a review Reviews 4 Google reviews From J.P. Morgan Private Bank "J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family office management, philanthropy, lending, fiduciary services and special...More "J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family office management, philanthropy, lending, fiduciary services and special advisory services to help our clients advance toward their own particular goals."
Chase Manhattan Private Bank List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Chase Manhattan Private Bank. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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17 Chase Manhattan Private Bank employees in database. Find out everything there's to know about Chase Manhattan Private Bank employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Chase Manhattan Private Bank Employees
The Parker-Harrigan Group, UBS Private Wealth Management March 2013 - Present
The Parker-Harrigan Group, Merrill Lynch Private Banking & Investment Group February 2003 - March 2013
Chase Manhattan Private Bank December 1990 - January 2002
Connecticut Bank and Trust Co February 1972 - December 1990
Education
University of Hartford 1977 — 1981
Master of Business Administration (MBA), Finance
The University of Connecticut 1968 — 1972
B.A., Mathematics
Cantor Fitzgerald/eSpeed, Inc May 1998 - Present
BGC Partners 2005 - 2013
Greenwich Capital Markets April 1996 - May 1998
Chase Manhattan Private Bank November 1993 - April 1996
Education
Fairleigh Dickinson University 1986 — 1991
Bachelor of Science (B.S.), Computer Science
SunTrust Bank August 2013 - Present
SunTrust Investment Services Inc. August 2013 - Present
Wells Fargo Advisors, LLC 2010 - November 2013
Citi Private Bank 2001 - 2010
Chase Manhattan Private Bank 1991 - 2001
Education
University of Phoenix
BS, Business Administration and Management, General
Ladd Capital Management, LLC 2009 - Present
Elmina B Sewall Foundation 1988 - Present
Oaktree Asset Management November 2004 - February 2009
U S Trust Co August 1999 - November 2004
Chase Manhattan Private Bank 1994 - 1999
Bank of Boston November 1992 - November 1994
Skills
Equities, Investment Management, Portfolio Management, Investments, Pension Funds, Asset Allocation, Alternative Investments, Wealth Management, Investment Strategies, Asset Management, Fixed Income, Investment Advisory, Hedge Funds, Mutual Funds, Series 7
Education
Trinity College-Hartford 1962 — 1967
BA, English
The Nothern Trust Company March 2014 - Present
Sabadell United Bank April 2011 - March 2014
1st United Bank December 2009 - April 2011
US Trust January 2004 - August 2008
Northern Trust Bank January 1994 - January 2004
Chase Manhattan Private Bank July 1990 - January 1994
Skills
Portfolio Management, Credit, Banking, Commercial Banking, Finance, Asset Management, Risk Management, Strategy, Commercial Lending, Wealth Management, Loans, Relationship Management, Business Development, Investments, Private Banking, Financial Services, Treasury Management
Education
University of Miami
MBA, Finance
University of Miami
Bachelor of Science, Chemistry and Biology; Continuing Education
N/S Corporation June 2012 - Present
Highlander Fund Management June 2004 - April 2009
Exis Capital March 2003 - June 2004
Mitchell Hutchins Asset Management 1994 - 2001
Chase Manhattan Private Bank 1989 - 1994
Skills
Capital Markets, Private Equity, Asset Management, Marketing, Hedge Funds, Investments, Equities, Alternative Investments, Portfolio Management, Financial Modeling, Valuation, Trading, Fixed Income, Derivatives, Equity Research, Financial Analysis, Commodity, Microsoft Excel, Investment Management, Asset Allocation, Mutual Funds, Securities, Finance, Corporate Finance, Executive Management, Quantitative Analytics, Investment Advisory, Restructuring, Investment Strategies, Business Valuation, Risk Management, Financial Advisory, Trading Systems, Technical Analysis, Wealth Management
Education
NYU Stern School of Business 1991 — 1994
Master of Business Administration (MBA)
Lehigh University 1985 — 1989
Bachelor's degree
Golden Gate Yacht Club Youth Sailing Foundation September 2007 - August 2014
Dickinson Capital Management LLC March 2006 - January 2007
Chase Manhattan Private Bank April 1995 - June 1999
Bank of San Francisco April 1991 - April 1995
Skills
Project Management, Event Management, Property Management, Fundraising, Marketing, Investments, photography, Microsoft Office, Adobe Creative Suite, Financial Software, Entrepreneurship, Public Relations, Start-ups, Accounting Applications, Photography
Education
San Francisco State University
BS, Financial Services, Economics
Signal Mountain Networks, Inc. May 2001 - Present
Radiant Systems September 1997 - April 2001
The Wolfsonian Foundation February 1994 - April 1996
Chase Manhattan Private Bank September 1990 - February 1994
Skills
Strategic Planning, Management, Strategy, Program Management, Strategic Partnerships, Business Development, New Business Development, Product Management, Business Strategy, Leadership
Education
The Johns Hopkins University 1988 — 1990
M.A., School of Advanced International Studies, International Relations, Economics
Rhodes College 1984 — 1987
B.A., French, Arabic, International Studies
Harding Academy of Memphis
Starboard Cruise Services August 2014 - Present
Starboard Cruise Services May 2006 - July 2014
Royal Caribbean Cruises Ltd/Celebrity Cruises 2001 - 2004
Celebrity Cruises, Inc. February 1994 - 2004
Chase Manhattan Private Bank 1991 - 1994
Skills
Financial Analysis, Forecasting, Strategic Planning, Budgets, Retail, Mergers, Finance, Process Improvement, Team Building, Negotiation, Operations Management, Business Planning, Contract Negotiation, Income Statement, Leadership, Mergers, P, Strategy
Education
London School of Economics and Political Science 1984 — 1985
Master of Arts and Master of Science, Economics and Capital Markets
Drew University 1980 — 1983
BA, Economics and Mathematics
Chartered Financial Analyst (CFA)
AFHE 2007 - Present
. April 2015 - Present
GenSpring Family Offices March 2013 - April 2015
GenSpring Family Office 2013 - 2014
Teton Trust Company 2007 - October 2013
GenSpring Family Offices April 2007 - March 2013
Merrill Lynch Family Office 2000 - 2007
Clifford Chance Rogers & Wells 1994 - 2000
US Navy March 1974 - June 1994
Chase Manhattan Private Bank 1993 - 1994
Education
Boston University School of Law 1979 — 1983
JD; LL.M
SUNY Stony Brook
BA, Philosophy
Frost Bank November 2013 - Present
Compass Well Services, LLC April 2011 - November 2012
ValArco LLC June 2008 - October 2010
Northwestern Mutual Financial Network May 2003 - July 2008
The Texas Financial Group November 2007 - June 2008
The Golf Club January 2001 - January 2003
Texas Commerce Bank June 1997 - December 2001
Chase Manhattan Private Bank June 1997 - December 2001
JP Morgan Chase & Co January 1997 - January 2001
Trust Management, Inc January 1996 - January 1997
Skills
QuickBooks, Microsoft Office, Microsoft Dynamics, Mergers & Acquisitions, Accounts Payable, Budgets, Due Diligence, Management, Finance, Financial Analysis, Account Reconciliation, Variance Analysis, Accounting, Leadership, Cash Flow, Financial Reporting, Cost Accounting, Auditing, Cash Management, GAAP, General Ledger, Portfolio Management
Education
Texas Christian University - M.J. Neeley School of Business 1995 — 1997
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1987 — 1992
BBA, Accounting
Trinity Valley School 1975 — 1987
Loeb Block Wealth Advisory, Private BankJPMorgan Chase1992 - 2004
Chase Manhattan Private Bank 1992 - 2000
Education
New York University School of Law 1983 — 1985
LLM, Taxation
University of the Pacific - McGeorge School of Law 1976 — 1979
JD, Law
University of California, Los Angeles 1971 — 1975
BA, French
General Motors Asset Management July 1999 - Present
Chase Manhattan Private Bank July 1992 - July 1999
Skills
Bloomberg, Investments, Fixed Income, Investment Management, Pensions, Alternative Investments, Asset Management, Hedge Funds, Financial Advisory, High Yield, Chartered Financial..., Equities
Education
New York University 1990 — 1992
Master of Business Administration, Finance
Villanova University 1984 — 1988
Bachelor of Science, Finance
Chase Manhattan Private Bank 1997 - 2006
Education
New York University
Arbroath Capital January 2010 - Present
Morgan Stanley Smith Barney 2007 - 2009
AllianceBernstein 2002 - 2006
Smith Barney 2000 - 2002
Prudential Financial 1996 - 2000
Bank of America State Trust Company 1992 - 1996
Chase Manhattan Private Bank January 1988 - July 1992
Skills
Mutual Funds, Series 7, Wealth Management, Alternative Investments, Asset Management, Asset Allocation, Securities, Investment Strategies, Portfolio Management, Series 66, Certified Financial..., ETFs, Investments, Investment Management
Education
Gonzaga University
BA, Mathematics
Gonzaga University - School of Business Administration
MBA
New York Community Bancorp 2009 - Present
LibertyPointe Bank 2008 - 2009
Standard & Poor's 2005 - 2007
Independence Community Bank 2002 - 2005
Citigroup Corporate and Investment Bank 2001 - 2002
Teach For America 1994 - 1999
Chase Manhattan Private Bank 1993 - 1994
Skills
Structured Finance, Credit, Project Finance, Portfolio Management, Asset Management, Loans, Underwriting, Capital Markets, Valuation, Financial Structuring, Commercial Lending, Credit Risk, Credit Analysis, Fixed Income, Securitization, Financial Modeling
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance, General
Yale University
Economics
Cognizant Technology Solutions August 2012 - May 2015
Graham Capital Management March 2005 - May 2011
Chilton Investment Company June 2002 - March 2005
Evergreen Asset Management March 2000 - February 2002
GE Investments Corp February 1999 - March 2000
Chase Manhattan Private Bank May 1997 - February 1999
Skills
Active Directory, DNS, Hedge Funds, Infrastructure, Microsoft Exchange, Technical Support, Windows Server
Education
The University of Connecticut
BS in Education, History