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2. Thomas Lee (analyst) - Wikipedia

   en.wikipedia.org/wiki/Thomas_Lee_(analyst)

   In 2014, Lee left J.P Morgan to start his own research boutique advisory firm, Fundstrat Global Advisors. [4] [5] Lee currently serves as the Head of Research for Fundstrat Global Advisors and is an advisor to NewEdge Wealth, a CT-based wealth management firm. [6] Lee also sits on the board of directors of the New York Asian Film Festival. [7]

3. JPMorgan launches in-house chatbot as AI-based research ... - AOL

   www.aol.com/news/jpmorgan-launches-house-chatbot...

   Rival U.S. investment bank Morgan Stanley partnered with OpenAI and rolled out a GenAI powered chatbot last September, offering financial advisors quick access to all of Morgan Stanley's ...

4. JPMorgan Chase - Wikipedia

   en.wikipedia.org/wiki/JPMorgan_Chase

   JPMorgan Chase is the fifth largest bank in the world, with $3.9 trillion in total assets. [8] The firm operates the largest investment bank in the world by revenue. [9] [10] It occupies the 24th spot on the Fortune 500 list of the largest U.S. corporations by revenue. In 2023, JPMorgan Chase was ranked #1 in the Forbes Global 2000 ranking. [11]

5. Seth Wheeler - Wikipedia

   en.wikipedia.org/wiki/Seth_Wheeler

   After his time in the private sector at Bain and Morgan Stanley, he moved into the public sector in the Bush administration in the US Treasury Department, and continued into the Obama administration as the highest paid advisor in the Obama White House. He also spent time at The Brookings Institution as a Guest Scholar on Financial Innovation ...

6. Working Mother and SHOOK Research's 2020 Top Wealth Advisor Moms

   www.aol.com/lifestyle/working-mother-shook...

   Galit Ben-Joseph, Executive Director, Financial Advisor, JP Morgan Securities. Galit Ben-Joseph Family. Galit lives in New York City, and is mom to Rachel, 17, Joshua, 13, and Jacob, 7.

7. Wall Street banks boosted by deal fees as Fed rate cuts ... - AOL

   www.aol.com/news/wall-street-banks-propelled...

   Citi was a financial advisor to Mars, and also provided Mars financing along with JP Morgan. ... but the M&A regulatory environment and geopolitical situation are continued sources of uncertainty ...

8. John J. Mack - Wikipedia

   en.wikipedia.org/wiki/John_J._Mack

   John J. Mack (born November 17, 1944) is a senior advisor to the investment firm Kohlberg Kravis Roberts and the former CEO and chairman of the board at Morgan Stanley, the New York–based investment bank and brokerage firm.

9. Todd Combs - Wikipedia

   en.wikipedia.org/wiki/Todd_Combs

   In September 2016 Combs joined the board of U.S. bank JPMorgan Chase, an appointment that expanded Berkshire's ties in the financial services industry to the top three banks in America. [3] On December 23, 2019 Combs was announced as the new CEO of GEICO, a subsidiary of Berkshire. He will continue in his duties as a portfolio manager for ...