Harold Louis Reinstein
Portfolio Manager-Equities at JPMorgan Private Wealth Advisors LLC
Profile
Mr. Harold L.
Reinstein is a Managing Director & Wealth Manager at JPMorgan Private Wealth Advisors LLC.
Mr. Reinstein advises high net worth families and individuals, utilizing his years of experience to help his clients design and implement wealth management strategies to achieve their financial goals.
Mr. Reinstein provides comprehensive financial planning to manage his client’s day-to-day needs and specializes in developing wealth management strategies.
He also leads the teams efforts in structuring and implementing discretionary portfolios.
Prior to joining the firm, Mr. Reinstein was a Managing Director at Merrill Lynch Wealth Management.
He began his career in 1994 at Prudential Securities.
He received a Bachelor of Science in Finance and Bachelor of Arts in English literature from the State University of New York at Buffalo.
Harold Louis Reinstein 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 | 01/09/2022 |
Training of Harold Louis Reinstein
| State University of New York at Buffalo | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
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 |
- Stock Market
- Insiders
- Harold Louis Reinstein
