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2. Thomas Lee (analyst) - Wikipedia

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

   Occupation (s) Co-Founder and Head of Research at Fundstrat Global Advisors. Children. 3. Website. www .fundstrat .com. Thomas Jong Lee, commonly known as “Tom” Lee is an American entrepreneur, financial analyst, strategist, investor, businessman, and full-time contributor on CNBC 's Fast Money, Tech Check, Halftime Report, and Closing Bell ...

3. 6 Best Wealth Management Firms for 2024 - AOL

   www.aol.com/finance/6-best-wealth-management...

   Navigating the world of wealth management is not an easy task. There are many options out there, but here is a look at six of the best wealth management firms for 2024. Morgan Stanley. JPMorgan ...

4. J. P. Morgan - Wikipedia

   en.wikipedia.org/wiki/J._P._Morgan

   Morgan. Signature. John Pierpont Morgan (April 17, 1837 – March 31, 1913) [1] was an American financier and investment banker who dominated corporate finance on Wall Street throughout the Gilded Age and Progressive Era. As the head of the banking firm that ultimately became known as J.P. Morgan and Co., he was a driving personal force behind ...

5. Jamie Dimon - Wikipedia

   en.wikipedia.org/wiki/Jamie_Dimon

   Jamie Dimon. James Dimon ( / ˈdaɪmən /; born March 13, 1956) is an American banker and businessman who has been the chairman and chief executive officer (CEO) of JPMorgan Chase since 2006. Dimon began his career as a management consultant at Boston Consulting Group.

6. Empower (financial services) - Wikipedia

   en.wikipedia.org/wiki/Empower_(financial_services)

   Rating. Fitch: AA (2020) Moody's: Aa3 (2020) S&P: AA (2020) AM Best: A+ (2020) Website. empower .com. Empower is a retirement plan recordkeeping financial holding company based in Greenwood Village, Colorado, United States. [7] It is the second-largest retirement plan provider in the United States.

7. Mary Callahan Erdoes - Wikipedia

   en.wikipedia.org/wiki/Mary_Callahan_Erdoes

   Philip Erdoes. . ( m. 1993) . Children. 3. Mary Callahan Erdoes (born August 13, 1967) is an American investment manager and businesswoman. She is the chief executive officer (CEO) of the asset and wealth management division of J.P. Morgan, serving since 2009. With the firm since 1996, she began her career as a portfolio manager, specializing ...