![Terry E. Banet](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Terry E. Banet
Chief Investment Officer at SigFig Wealth Management LLC
Terry E. Banet active positions
Companies | Position | Start | End |
---|---|---|---|
SigFig Wealth Management LLC
![]() SigFig Wealth Management LLC Investment ManagersFinance SigFig Wealth Management LLC (SigFig) is a SEC-registered financial advisor headquartered in San Francisco, California. The firm was co-founded by Michael Sha in 2011 and is a wholly owned subsidiary of Nvest, Inc. SigFig provides a free portfolio tracking service to individuals by allowing them to link their external brokerage accounts to SigFig’s web-based platform. The firm also provides discretionary investment advisory and portfolio management services to individuals who open an investment management account. | Chief Investment Officer | 01/01/2012 | - |
Portfolio Manager-Equities | 01/01/2012 | - |
Career history of Terry E. Banet
Former positions of Terry E. Banet
Companies | Position | Start | End |
---|---|---|---|
JPMorgan Investment Management, Inc.
![]() JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Portfolio Manager-Equities | 01/01/1985 | 23/01/2006 |
JPMorgan Chase Co. (Investment Management)
![]() JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Portfolio Manager-Equities | - | 31/12/2005 |
Coopers & Lybrand LLP | Corporate Officer/Principal | - | 31/12/1984 |
Training of Terry E. Banet
Lehigh University | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Statistics
International
United States | 7 |
Operational
Portfolio Manager-Equities | 3 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
JPMorgan Investment Management, Inc.
![]() JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
JPMorgan Chase Co. (Investment Management)
![]() JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Finance |
Coopers & Lybrand LLP | Commercial Services |
SigFig Wealth Management LLC
![]() SigFig Wealth Management LLC Investment ManagersFinance SigFig Wealth Management LLC (SigFig) is a SEC-registered financial advisor headquartered in San Francisco, California. The firm was co-founded by Michael Sha in 2011 and is a wholly owned subsidiary of Nvest, Inc. SigFig provides a free portfolio tracking service to individuals by allowing them to link their external brokerage accounts to SigFig’s web-based platform. The firm also provides discretionary investment advisory and portfolio management services to individuals who open an investment management account. | Finance |
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