Claudia Trinidad Rivas

Portfolio Manager-Aktien bei JPMorgan Private Wealth Advisors LLC

Consumer Services

Finance

Profil

Ms. Claudia T.
Rivas is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
She is also a Senior Vice President at the firm.
Ms. Rivas focuses on business development, ESG Portfolio Management, and servicing her clients.
Prior to joining the fim, Ms. Rivas was a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management.
Ms. Rivas earned her bachelor’s degree in Economics and her Master of Business Administration from Mills College.
She holds the professional designation of the Chartered SRI Counselor (CSRIC).

Aktive Positionen von Claudia Trinidad Rivas

Unternehmen	Position	Beginn
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.	Portfolio Manager-Aktien	01.11.2022

Alle aktiven Positionen von Claudia Trinidad Rivas

Ausbildung von Claudia Trinidad Rivas

Mills College

Masters Business Admin

Erfahrungen
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Private Unternehmen	1
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