Sam Hodgson
Portfolio Manager-Equities at JPMorgan Private Wealth Advisors LLC
Profile
Mr. Samuel H.
Hodgson is a Managing Director & Wealth Partner at JPMorgan Private Wealth Advisors LLC.
Mr. Hodgson draws on more than 30 years of experience to guide high-net-worth and ultra-high-net-worth clients in weighing their opportunities and pursuing their aspirations more effectively.
He leads a high performing team committed to the same mission: putting clients' interests first.
He and his team serve as a single source for integrated wealth management, including long-term planning, concentrated stock strategies, pre-liquidity-event planning, portfolio design and execution, higher education savings, and multigenerational wealth transfer.
He began his financial services career in 1991 with Merrill Lynch, where he served for more than 27 years and was a Managing Director and Wealth Management Advisor.
He earned his B.A.
from Middlebury College.
Sam Hodgson 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 | 01/07/2018 |
Training of Sam Hodgson
| Middlebury College | Undergraduate Degree |
Experiences
Positions held
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
- Sam Hodgson
