![Reynolds Ospina](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Reynolds Ospina
Portfolio Manager-Aktien bei
JPMorgan Private Wealth Advisors LLC
Profil
Mr. Reynolds Ospina is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director at the firm.
He joined First Republic in April 2014.
In his role as Wealth Manager, he specializes in the design and management of equity and balanced portfolios for high net worth individuals, organizations, trusts, endowments and foundations with a focus on wealth strategy and wealth planning for his clients.
He has over 25 years of wealth management experience to his role.
He is a board member at Calvary Nursery School.
Mr. Ospina’s prior roles include senior positions with Harvest Capital Strategies LLC, a $1.6 billion manager of high net worth, family offices and institutions.
His previous experience also includes roles advising and marketing to institutional clients for Thomas Weisel Partners, WR Hambrecht and Hambrecht & Quist.
Mr. Ospina received a Bachelor of Science in Business Administration, Finance from Old Dominion University and is a member of the Security Traders Association of San Francisco.
Aktive Positionen von Reynolds Ospina
| Unternehmen | Position | Beginn |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Portfolio Manager-Aktien | 01.04.2017 |
Ehemalige bekannte Positionen von Reynolds Ospina
| Unternehmen | Position | Ende |
|---|---|---|
Rosenblatt Securities, Inc.
 Rosenblatt Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 31.12.2013 |
TD Waterhouse Canada, Inc.
 TD Waterhouse Canada, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Hambrecht & Quist LLC
 Hambrecht & Quist LLC Investment Banks/BrokersFinance Provides securities brokerage services | Corporate Officer/Principal | - |
Volpe Brown Whelan & Co. LLC
 Volpe Brown Whelan & Co. LLC Investment Banks/BrokersFinance Investment firm | Corporate Officer/Principal | - |
WR Hambrecht & Co. Asset Management LLC
 WR Hambrecht & Co. Asset Management LLC Investment ManagersFinance WR Hambrecht seeks to deliver long-term capital gains by adhering to a consistent and disciplined investment philosophy. The firm relies heavily on internally developed quantitative research models to deliver a differentiated investment approach for the small-cap technology sector | Corporate Officer/Principal | - |
Ausbildung von Reynolds Ospina
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
97
Beziehungen ersten Grades
10
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 10 |
|---|---|
Harvest Capital Strategies LLC
 Harvest Capital Strategies LLC Investment ManagersFinance Harvest focuses on equity hedge funds, private equity and venture capital, and middle-market lending. They seek to generate above-average returns with below-average market risk in their areas of specialization. The firm employs fundamental, bottom-up research on companies in a variety of industry sectors and aims to identify those securities that they believe are over- or under-valued by a significant margin. | Finance |
Rosenblatt Securities, Inc.
Rosenblatt Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMPWA creates portfolios designed to meet each client's specific needs, considering risk tolerance, current situation and future life objectives. The firm provides numerous investment management styles and strategies across various asset classes, including but not limited to fixed income, publicly traded equities and private securities. | Finance |
Thomas Weisel Partners LLC
 Thomas Weisel Partners LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Volpe Brown Whelan & Co. LLC
Volpe Brown Whelan & Co. LLC Investment Banks/BrokersFinance Investment firm | Finance |
Old Dominion University
 Old Dominion University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hambrecht & Quist LLC
Hambrecht & Quist LLC Investment Banks/BrokersFinance Provides securities brokerage services | Finance |
WR Hambrecht & Co. Asset Management LLC
WR Hambrecht & Co. Asset Management LLC Investment ManagersFinance WR Hambrecht seeks to deliver long-term capital gains by adhering to a consistent and disciplined investment philosophy. The firm relies heavily on internally developed quantitative research models to deliver a differentiated investment approach for the small-cap technology sector | Finance |
TD Waterhouse Canada, Inc.
TD Waterhouse Canada, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
WJB Capital Group, Inc.
 WJB Capital Group, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
