Paul Emata, Cfa, Frm, Cmt, Cfp

Paul Emata, Cfa, Frm, Cmt, Cfp Email and Phone Number

Wealth Manager at JP Morgan Advisors @
Paul Emata, Cfa, Frm, Cmt, Cfp's Location
New York, New York, United States, United States
Paul Emata, Cfa, Frm, Cmt, Cfp's Contact Details

Paul Emata, Cfa, Frm, Cmt, Cfp work email

Paul Emata, Cfa, Frm, Cmt, Cfp personal email

n/a
About Paul Emata, Cfa, Frm, Cmt, Cfp

Over 25 years experience in global portfolio management and financial risk management with background in derivative solutions counseling high net worth families and institutions. An investment strategist who combines fundamental analysis of securities with technical analysis of markets. Specialist of fiduciary investment solutions. Expert communicator of innovative and complex investment solutions and accomplished presenter of the economics of investments. Successful business development professional.Specialties: Charitable & endowment portfolio management; commodities & derivatives for asset allocation and financial risk management; UHNW clientele, investment strategy, technical analysis; securities analysis; risk management; presentation of complex economic principles; investment sales; investment economist, domestic and foreign fiduciary vehicles, business development and sales.

Paul Emata, Cfa, Frm, Cmt, Cfp's Current Company Details
JP Morgan Advisors

Jp Morgan Advisors

Wealth Manager at JP Morgan Advisors
Paul Emata, Cfa, Frm, Cmt, Cfp Work Experience Details
  • Jp Morgan Advisors
    Wealth Manager
    Jp Morgan Advisors Jul 2023 - Present
  • Cfa Society Of Philadelphia
    Past President And Director
    Cfa Society Of Philadelphia Jul 2003 - Present
    Member of the board of directors. President of the Society during 2006-2007 year. Presently active in expanding society new media offerings including webcasts and use of digital media.
  • First Republic Private Wealth Management
    Wealth Manager
    First Republic Private Wealth Management Jan 2015 - Jun 2023
    Us
    View
  • Pnc Wealth Management
    Director Of Investments - Senior Vice-President
    Pnc Wealth Management Jun 2001 - Dec 2014
    Pittsburgh, Pennsylvania, Us
    Asset allocation and investment strategy for institutions and ultra-high net worth investors. Financial risk management specialist. Financial analyst with technical analysis orientation. Expert on domestic and foreign fiduciary structures. Futures and derivatives manager. Directly involved in regulatory compliance.
    View
  • Hornblower Fischer
    Director Of Capital Management
    Hornblower Fischer 1999 - 2001
    - Planning and implementing investment policy and financial risk management for private investors in Switzerland, Liechtenstein, Austria and Germany through use of international equities, debt securities, alternative investments, derivatives and European trust structures. Extensive servicing of independent external financial advisors.- Project manager for bringing the capital management subsidiary into compliance with AIMR Global Investment Performance Standards in order to allow the firm to offer its capital management services internationally.
  • Hornblower Fischer
    Managing Partner And Portfolio Manager
    Hornblower Fischer 1990 - 1999
    Managing partner for Southern Germany. Responsible for sales and marketing. Bloomberg system trainer.

Paul Emata, Cfa, Frm, Cmt, Cfp Skills

Portfolio Management Equities Asset Allocation Alternative Investments Investments Financial Markets Securities Risk Management Derivatives Investment Strategies Financial Advisory Economics Management Valuation Financial Modeling Futures Trading Foreign Currency Options Strategies New Business Development Sales Presentations

Paul Emata, Cfa, Frm, Cmt, Cfp Education Details

  • Cfa Institute
    Cfa Institute
    Chartered Financial Analyst
  • Global Association Of Risk Professionals
    Global Association Of Risk Professionals
    Financial Risk Manager
  • Cfp Board
    Cfp Board
    Certified Financial Planner
  • Market Technicians Association
    Market Technicians Association
    Chartered Market Technician
  • Indiana University Bloomington
    Indiana University Bloomington
    Bachelor'S And Master'S Degrees

Frequently Asked Questions about Paul Emata, Cfa, Frm, Cmt, Cfp

What company does Paul Emata, Cfa, Frm, Cmt, Cfp work for?

Paul Emata, Cfa, Frm, Cmt, Cfp works for Jp Morgan Advisors

What is Paul Emata, Cfa, Frm, Cmt, Cfp's role at the current company?

Paul Emata, Cfa, Frm, Cmt, Cfp's current role is Wealth Manager at JP Morgan Advisors.

What is Paul Emata, Cfa, Frm, Cmt, Cfp's email address?

Paul Emata, Cfa, Frm, Cmt, Cfp's email address is pe****@****lic.com

What schools did Paul Emata, Cfa, Frm, Cmt, Cfp attend?

Paul Emata, Cfa, Frm, Cmt, Cfp attended Cfa Institute, Global Association Of Risk Professionals, Cfp Board, Market Technicians Association, Indiana University Bloomington.

What are some of Paul Emata, Cfa, Frm, Cmt, Cfp's interests?

Paul Emata, Cfa, Frm, Cmt, Cfp has interest in Classical Music, New Media, Audio Technology.

What skills is Paul Emata, Cfa, Frm, Cmt, Cfp known for?

Paul Emata, Cfa, Frm, Cmt, Cfp has skills like Portfolio Management, Equities, Asset Allocation, Alternative Investments, Investments, Financial Markets, Securities, Risk Management, Derivatives, Investment Strategies, Financial Advisory, Economics.

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