Andrea Borgioli
Portfolio Manager-Equities at JPMorgan Private Wealth Advisors LLC
Profile
Mr. Andrea Borgioli is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director of the firm.
He focuses on comprehensive wealth planning services for individuals, families and foundations.
As part of investment management services, he designs and builds asset allocation strategies within portfolios to help meet the investment objectives of his clients while actively managing risk.
His current research focus is on behavioral finance.
Mr. Borgioli has been in the Financial Services industry for over 20 years.
Prior to joining First Republic, Mr. Borgioli was a Senior Investment Manager with Wells Fargo Private Bank where he worked closely with high-net worth individuals, families and foundations.
Prior to joining Wells Fargo, he was with a Swiss bank in Lugano, Switzerland.
Previously, he also was an International Strategy consultant for The Boston Consulting Group.
He was also a research scientist at NASA’s Jet propulsion Lab in Pasadena, CA.
Mr. Borgioli earned his MBA, cum laude, from Bocconi International School of Management and his advanced degree in Electrical Engineering, cum laude, from the University of Florence, Italy.
Andrea Borgioli active positions
Companies | Position | Start |
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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-Equities | 2018-03-31 |
Former positions of Andrea Borgioli
Companies | Position | End |
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Arner Bank & Trust Ltd.
Arner Bank & Trust Ltd. Major BanksFinance Arner Bank & Trust Ltd. engages in the provision of banking and trust services. The company is headquartered in Nassau, Bahamas. | Corporate Officer/Principal | - |
Training of Andrea Borgioli
University of Florence | Doctorate Degree |
SDA Bocconi School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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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 |
Arner Bank & Trust Ltd.
Arner Bank & Trust Ltd. Major BanksFinance Arner Bank & Trust Ltd. engages in the provision of banking and trust services. The company is headquartered in Nassau, Bahamas. | Finance |
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