Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Warren E. Pickett | M | 75 |
University of California, Berkeley
| 27 years |
| Jon Sheldon Bull | M | - |
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. | 17 years |
| Ronald Kurtz | M | 61 |
University of California, Berkeley
| 24 years |
| Michael Franklin | M | - |
University of California, Berkeley
| 25 years |
| Timothy Duane | M | - |
University of California, Berkeley
| 25 years |
| Daniel M. Kammen | M | 62 |
University of California, Berkeley
| 25 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| John D. Knox | M | - |
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.
Trainer Wortham & Co., Inc.
 Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC) | 13 years |
| Rex L. Wardlaw | M | - |
Trainer Wortham & Co., Inc.
Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC)
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. | - |
| Bambang Susantono | M | 60 |
University of California, Berkeley
| 5 years |
| Pablo Mitchell | M | - |
University of California, Berkeley
| 5 years |
| Kristin W. Horton | F | - |
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. | - |
| Ilan Gur | M | - |
University of California, Berkeley
| 8 years |
| S Chu Schubert | M | 51 |
University of California, Berkeley
| 8 years |
| Daniel K. Nomura | M | - |
University of California, Berkeley
| 9 years |
| Kimberly Kurtis | M | 51 |
University of California, Berkeley
| 4 years |
| Patrick Xuan | M | - |
University of California, Berkeley
| 8 years |
| Nickhil Jakatdar | M | - |
University of California, Berkeley
| 4 years |
| Laura Parada | M | - |
University of California, Berkeley
| 5 years |
| Jen L. Neumann | F | - |
University of California, Berkeley
| 4 years |
| Joel Drescher | M | - |
University of California, Berkeley
| 5 years |
| Yi Ma | M | 51 |
University of California, Berkeley
| 4 years |
| Stephanie Young | F | - |
Trainer Wortham & Co., Inc.
Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC)
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. | 2 years |
| Thomas Pistor | M | 52 |
University of California, Berkeley
| 5 years |
| Amit Mehrotra | M | - |
University of California, Berkeley
| 4 years |
| Michael A. Felson | M | - |
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.
Trainer Wortham & Co., Inc.
Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC) | 7 years |
| Henry J. Fisher | M | - |
Trainer Wortham & Co., Inc.
Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC)
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. | 2 years |
| Matthew A. O'Hara | M | - |
University of California, Berkeley
| 3 years |
| Todd Hodes | M | - |
University of California, Berkeley
| 5 years |
| Liran Amrany | M | - |
University of California, Berkeley
| 6 years |
| Eric Michael Flett | M | 59 |
Trainer Wortham & Co., Inc.
Trainer Wortham & Co., Inc. Investment ManagersFinance Established in 1924, Trainer Wortham & Company, Inc. (TWC) manages equity, fixed-income and balanced portfolios for high net worth individuals, foundations, endowments, corporate pension funds and institutions. The firm is based in New York City and is a subsidiary of First Republic Bank Inc. (NYSE: FRC)
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. | 4 years |
| John Windover | M | - |
University of California, Berkeley
| 5 years |
| Ki-Ha Lee | M | - |
University of California, Berkeley
| 5 years |
| Amir Nashat | M | 51 |
University of California, Berkeley
| 6 years |
| Yan Li | M | 45 |
University of California, Berkeley
| 4 years |
| Erik Dmytruk | M | - |
University of California, Berkeley
| 4 years |
| Esina Alic | F | - |
University of California, Berkeley
| 2 years |
| Jonathan Hsu | M | - |
University of California, Berkeley
| 4 years |
| Hui Ou Yang | M | 61 |
University of California, Berkeley
| 4 years |
| Christopher Thomas Downing | M | - |
University of California, Berkeley
| 3 years |
| Brent Vartan | M | - |
University of California, Berkeley
| 4 years |
| Michael Axelgaard | M | 46 |
University of California, Berkeley
| 5 years |
| Jennifer Huey | F | 43 |
University of California, Berkeley
| 4 years |
| Yun Juan | F | - |
University of California, Berkeley
| 1 years |
| Doug Nickle | M | - |
University of California, Berkeley
| 4 years |
| David Welch | M | - |
University of California, Berkeley
| 3 years |
| Nick Anthony Buford | M | - |
University of California, Berkeley
| 4 years |
| Nicholas Te | M | - |
University of California, Berkeley
| 23 years |
| Ben Chan | M | - |
University of California, Berkeley
| 4 years |
| Abu Ramin | M | - |
University of California, Berkeley
| 4 years |
| Chao Yang Li | M | 59 |
University of California, Berkeley
| 4 years |
| Jennifer Tai | F | - |
University of California, Berkeley
| 4 years |
| Daniel Tellalian | M | - |
University of California, Berkeley
| 3 years |
| Jeff Stein | M | - |
University of California, Berkeley
| 4 years |
| Albert Wang | M | - |
University of California, Berkeley
| 4 years |
| Jackie Dao | F | - |
University of California, Berkeley
| 4 years |
| Brad Berenson | M | - |
University of California, Berkeley
| 8 years |
| Ingyun Nam | M | 49 |
University of California, Berkeley
| 3 years |
| Ann Bordetsky | F | - |
University of California, Berkeley
| 4 years |
| Irena Blind | F | - |
University of California, Berkeley
| 4 years |
| Jessica Lee | F | - |
University of California, Berkeley
| 4 years |
| Tak Wai Wong | M | 47 |
University of California, Berkeley
| 4 years |
| Harinder Dhillon | M | 51 |
University of California, Berkeley
| 4 years |
| Renos Vakis | M | - |
University of California, Berkeley
| 6 years |
| I Yin Hsu | F | 50 |
University of California, Berkeley
| 4 years |
| Graham H. Chynoweth | M | 46 |
University of California, Berkeley
| 4 years |
| Joseph Gotelli | M | - |
University of California, Berkeley
| 3 years |
| Mary Wang | F | - |
University of California, Berkeley
| 4 years |
| Adrienne Hudspeth | F | - |
University of California, Berkeley
| 4 years |
| Ethan Stock | M | - |
University of California, Berkeley
| 2 years |
| Amy Raimundo | F | 51 |
University of California, Berkeley
| 2 years |
| David Friedberg | M | 44 |
University of California, Berkeley
| 4 years |
| Tom Beerle | M | - |
University of California, Berkeley
| 4 years |
| Jeremy P. Kath | M | - |
University of California, Berkeley
| 2 years |
| Omar D. Perez | M | - |
University of California, Berkeley
| 4 years |
| Auren Hoffman | M | - |
University of California, Berkeley
| 4 years |
| Vitaly Bezrodnykh | M | - |
University of California, Berkeley
| 2 years |
| Jane Liou Li | F | - |
University of California, Berkeley
| 4 years |
| Jagjit S. Sahota | M | - |
University of California, Berkeley
| - |
| Julie Lin | F | - |
University of California, Berkeley
| 4 years |
| Leon E. Chen | M | 49 |
University of California, Berkeley
| 4 years |
| Prakash Janakiraman | M | - |
University of California, Berkeley
| 4 years |
| Vincent Carey | M | - |
University of California, Berkeley
| 4 years |
| Carolyn Bertozzi | M | 57 |
University of California, Berkeley
| 19 years |
| Chun Ming Pang | M | 47 |
University of California, Berkeley
| 4 years |
| Andy Totong | M | 45 |
University of California, Berkeley
| 4 years |
| Alex Stamos | M | - |
University of California, Berkeley
| 4 years |
| Michael Surowiecki | M | - |
University of California, Berkeley
| 2 years |
| Yvette Lui | F | - |
University of California, Berkeley
| 4 years |
| Elena H. Duggar | M | - |
University of California, Berkeley
| 5 years |
| Andrew Kahn | M | - |
University of California, Berkeley
| 4 years |
| Lindsay Grenawalt | F | - |
University of California, Berkeley
| 4 years |
| Tom Kennedy | M | 50 |
University of California, Berkeley
| 4 years |
| Lorna L. Tanner | F | - |
University of California, Berkeley
| 4 years |
| Todd R. Ball | M | - |
University of California, Berkeley
| 4 years |
| Young-Man Ko | M | 49 |
University of California, Berkeley
| 4 years |
| Hong Bin Cai | M | 56 |
University of California, Berkeley
| 8 years |
| Mike Boggs | M | - |
University of California, Berkeley
| 4 years |
| Hanifa Indradjaya | M | 58 |
University of California, Berkeley
| 2 years |
| Satoshi Akutsu | M | 58 |
University of California, Berkeley
| 3 years |
| Eric Egleston | M | - |
University of California, Berkeley
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Marta T. Karolak
- Personal Network
