Frederick Cheung, Cfa
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Frederick Cheung, Cfa Email & Phone Number

Managing Director | Private Wealth Management | at J.P. Morgan
Location: New York, United States 9 work roles 3 schools
1 work email found @firstrepublic.com 2 phones found area 516 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email f****@firstrepublic.com
Direct phone (516) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
J.P. Morgan
Role
Managing Director | Private Wealth Management |
Location
New York, United States
Company size
59438 employees

Who is Frederick Cheung, Cfa? Overview

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Quick answer

Frederick Cheung, Cfa is listed as Managing Director | Private Wealth Management | at J.P. Morgan, a with 59438 employees, based in New York, United States. AeroLeads shows a work email signal at firstrepublic.com, phone signal with area code 516, and a matched LinkedIn profile for Frederick Cheung, Cfa.

Frederick Cheung, Cfa previously worked as Managing Director | J.P. Morgan Wealth Management - Strategic Initiatives at J.P. Morgan and Managing Director | Head of Investment Manager Research at First Republic Private Wealth Management. Frederick Cheung, Cfa holds Bachelor Of Arts (B.A.), Economics from Dickinson College.

Company email context

Email format at J.P. Morgan

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*@firstrepublic.com
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AeroLeads found 1 current-domain work email signal for Frederick Cheung, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Frederick Cheung, Cfa

Private Wealth Management Investment Executive | Investment Manager Research | Portfolio Construction & Implementation |Investment Strategy & Platform Development

Listed skills include Investment Strategies, Asset Allocation, Investments, Etfs, and 11 others.

Current workplace

Frederick Cheung, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

J.P. Morgan
J.P. Morgan
Managing Director | Private Wealth Management |
new york, new york, united states
Website
jpmorgan.com
Employees
59438
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Company profile
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9 roles

Frederick Cheung, Cfa work experience

A career timeline built from the work history available for this profile.

Managing Director | J.P. Morgan Wealth Management - Strategic Initiatives

Current
J.P. Morgan

New York, United States

Jul 2023 - Present

Chief Investment Officer | Director Of Portfolio Management

Ht Partners, Llc

Greater New York City Area

Jul 2009 - Dec 2012

Senior Portfolio Analyst

Sontag Advisory, Llc

Greater New York City Area

Mar 2006 - Jun 2009

Vice President | Open Architecture Platfrom

U.S. Trust Company

Greater New York City Area

May 2003 - Mar 2006

Vice President | Family Wealth | Investment Strategy Group

U.S. Trust Company

Greater New York City Area

Jan 2001 - Dec 2003

Investment Consulting | Ctc Consulting

U.S. Trust Company
May 1999 - Dec 2000

Tax Accountant

Bdo

Boston, Massachusetts, United States

Sep 1998 - Apr 1999

Auditor | Financial Services Industry Group

Deloitte

Boston, Massachusetts, United States

Sep 1996 - Aug 1998
Team & coworkers

Colleagues at J.P. Morgan

Other employees you can reach at jpmorgan.com. View company contacts for 59438 employees →

SL Sara Leprowse Sara Leprowse Colleague at J.P. MorganGreater Chicago Area, United States View → DW D W D W Colleague at J.P. MorganGreater Southampton Area, United Kingdom View → GB Grahame Bell Grahame Bell Colleague at J.P. MorganEdinburgh, Scotland, United Kingdom View → ZK Zen Kovtun Zen Kovtun Colleague at J.P. MorganGreater Chicago Area, United States View → PH Patricia Hayden Patricia Hayden Colleague at J.P. MorganThe Rocks, New South Wales, Australia View → JJ Joyce Jones Joyce Jones Colleague at J.P. MorganAndorra View → NY Norell Yip Norell Yip Colleague at J.P. MorganSelangor, Malaysia View → SK Sahil Khan Sahil Khan Colleague at J.P. MorganMumbai, Maharashtra, India View → BS Bhavya Sri Bhavya Sri Colleague at J.P. MorganIndia View → VB Valdrin Bajraktari Valdrin Bajraktari Colleague at J.P. MorganKosovo, United States View →
3 education records

Frederick Cheung, Cfa education

FAQ

Frequently asked questions about Frederick Cheung, Cfa

Quick answers generated from the profile data available on this page.

What company does Frederick Cheung, Cfa work for?

Frederick Cheung, Cfa works for J.P. Morgan.

What is Frederick Cheung, Cfa's role at J.P. Morgan?

Frederick Cheung, Cfa is listed as Managing Director | Private Wealth Management | at J.P. Morgan.

What is Frederick Cheung, Cfa's email address?

AeroLeads has found 1 work email signal at @firstrepublic.com for Frederick Cheung, Cfa at J.P. Morgan.

What is Frederick Cheung, Cfa's phone number?

AeroLeads has found 2 phone signal(s) with area code 516 for Frederick Cheung, Cfa at J.P. Morgan.

Where is Frederick Cheung, Cfa based?

Frederick Cheung, Cfa is based in New York, United States while working with J.P. Morgan.

What companies has Frederick Cheung, Cfa worked for?

Frederick Cheung, Cfa has worked for J.P. Morgan, First Republic Private Wealth Management, Ht Partners, Llc, Sontag Advisory, Llc, and U.S. Trust Company.

Who are Frederick Cheung, Cfa's colleagues at J.P. Morgan?

Frederick Cheung, Cfa's colleagues at J.P. Morgan include Sara Leprowse, D W, Grahame Bell, Zen Kovtun, and Patricia Hayden.

How can I contact Frederick Cheung, Cfa?

You can use AeroLeads to view verified contact signals for Frederick Cheung, Cfa at J.P. Morgan, including work email, phone, and LinkedIn data when available.

What schools did Frederick Cheung, Cfa attend?

Frederick Cheung, Cfa holds Bachelor Of Arts (B.A.), Economics from Dickinson College.

What skills is Frederick Cheung, Cfa known for?

Frederick Cheung, Cfa is listed with skills including Investment Strategies, Asset Allocation, Investments, Etfs, Mutual Funds, Investment Solutions, Financial Services, and Financial Advice.

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