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Jeffrey Steven Titus
Portfolio Manager-Equities at JPMorgan Private Wealth Advisors LLC
Profile
Mr. Jeffrey S.
Titus is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director and Wealth Manager at the firm.
He currently serves on the Board of The Estate and Business Planning Council of Worcester County, the Boston Chapter of the Swiss-American Chamber of Commerce, Lincoln-Sudbury Youth Baseball.
Mr. Titus and his team develop, design, and manage investment strategies tailored to the needs of multi-generational families.
Prior to joining First Republic, Mr. Titus was at Credit Suisse as a Director at Credit Suisse Private Bank USA. Prior to Credit Suisse, Mr. Titus was a Vice President at Bernstein Global Wealth Management, where he began his financial career in 2005.
Mr. Titus received a Bachelor of Arts degree in Economics from the University of Massachusetts at Amherst.
Jeffrey Steven Titus active positions
Companies | Position | Start |
---|---|---|
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 | 2015-11-30 |
Former positions of Jeffrey Steven Titus
Companies | Position | End |
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Bernstein Global Wealth Management
![]() Bernstein Global Wealth Management Investment ManagersFinance Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible. | Corporate Officer/Principal | - |
Training of Jeffrey Steven Titus
University of Massachusetts | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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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 |
Bernstein Global Wealth Management
![]() Bernstein Global Wealth Management Investment ManagersFinance Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible. | Finance |
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