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Career history of Kristin W. Horton
Former positions of Kristin W. Horton
Companies | Position | Start | End |
---|---|---|---|
Starbuck, Tisdale & Associates
![]() Starbuck, Tisdale & Associates Investment ManagersFinance Based in Santa Barbara, California, Starbuck, Tisdale & Associates (STA) manages liquid investment assets for individuals, trusts, endowments and pension plans. | Analyst-Equity | 2002-06-30 | 2007-05-30 |
Investment Committee Member | 2002-06-30 | 2007-05-30 | |
Portfolio Manager-Equities | 2002-06-30 | 2007-05-30 | |
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. | Analyst-Equity | 2007-05-31 | - |
Investment Committee Member | 2007-05-31 | - | |
Portfolio Manager-Equities | 2007-05-31 | - |
Training of Kristin W. Horton
Massachusetts Institute of Technology | Masters Business Admin |
Wellesley College | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Analyst-Equity | 2 |
Investment Committee Member | 2 |
Portfolio Manager-Equities | 2 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Starbuck, Tisdale & Associates
![]() Starbuck, Tisdale & Associates Investment ManagersFinance Based in Santa Barbara, California, Starbuck, Tisdale & Associates (STA) manages liquid investment assets for individuals, trusts, endowments and pension plans. | 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 |
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