Perfil
Mr. Douglas P.
Fiek is a Managing Director & Wealth Partner at JPMorgan Private Wealth Advisors LLC.
He provides customized advice and sustained guidance to families, technology entrepreneurs, and senior executives, assisting them to effectively grow, preserve, and deploy their wealth.
He deliberately serves a limited number of clients, often working with two or three generations of family members, offering personalized attention and customized portfolios.
Mr. Fiek has close to 30 years of investment experience.
Mr. Fiek career also includes two decades with Credit Suisse, and its predecessor firm, Donaldson, Lufkin & Jenrette.
Prior to that he was a Certified Public Accountant (inactive) with Price Waterhouse.
He earned his B.A. in Economics from the University of California, Berkeley, and his M.B.A. from the Anderson School of Management at UCLA.
Cargos activos de Douglas Paul Fiek
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Gestor de Cartera-Acciones | 01/04/2017 |
Antiguos cargos conocidos de Douglas Paul Fiek.
| Empresas | Cargo | Fin |
|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/2016 |
| FIRST REPUBLIC BANK | Corporate Officer/Principal | - |
Donaldson, Lufkin & Jenrette Securities Corp.
Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services | Corporate Officer/Principal | - |
Formación de Douglas Paul Fiek.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 7 |
|---|---|
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
First Republic Bank (San Francisco, California)
First Republic Bank (San Francisco, California) Regional BanksFinance Provides state chartered commercial banking 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 |
Donaldson, Lufkin & Jenrette Securities Corp.
Donaldson, Lufkin & Jenrette Securities Corp. Investment Banks/BrokersFinance Provides investment banking and brokerage services | Finance |
University of California, Los Angeles
University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Berkeley
University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Anderson School of Management
Anderson School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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