Gary Graham Pollock
Gestor de Cartera-Acciones en JPMorgan Private Wealth Advisors LLC .
Perfil
Dr. Gary G.
Pollock is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Senior Managing Director of the firm.
He has been in the wealth management industry since 1986.
He has also been an active member of the community.
He was a founding board member of the Presidio School of Management and was a past President of the San Rafael School Board.
In addition, he has been on the boards of several local arts and education groups.
Before joining First Republic Investment Management in October 2004, Mr. Pollock was the Co-Founder and President of Bay Isle Financial where he managed the operations and investment process for individual clients.
He helped establish Bay Isle Financial in 1986 and built its assets under management to more than $1 billion by 2000.
Previously, he developed his analytical skills through almost 20 years of financial, management and planning experience at Chevron Corporation.
Mr. Pollock has a Doctorate in Chemical Engineering from McMaster University in Canada and is also a Certified Financial Planner professional.
Cargos activos de Gary Graham Pollock
| Empresas | Cargo | Inicio |
|---|---|---|
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. | Gestor de Cartera-Acciones | 01/04/2017 |
Antiguos cargos conocidos de Gary Graham Pollock.
| Empresas | Cargo | Fin |
|---|---|---|
Bay Isle Financial Corp.
 Bay Isle Financial Corp. Investment ManagersFinance Bay Isle Financial Corp. (BIF) is an asset management firm located in Oakland, CA. Founded in 1986, they manage assets for individuals and institutions. BIF is a subsidiary of Janus Capital Group Inc. (NYSE: JNS) | Presidente | 31/12/2003 |
| CHEVRON CORPORATION | Corporate Officer/Principal | - |
Formación de Gary Graham Pollock.
| McMaster University | Doctorate Degree |
Experiencias
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas cotizadas | 1 |
|---|---|
| CHEVRON CORPORATION | Energy Minerals |
| Empresas privadas | 2 |
|---|---|
Bay Isle Financial Corp.
Bay Isle Financial Corp. Investment ManagersFinance Bay Isle Financial Corp. (BIF) is an asset management firm located in Oakland, CA. Founded in 1986, they manage assets for individuals and institutions. BIF is a subsidiary of Janus Capital Group Inc. (NYSE: JNS) | 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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