Managing Member
Current
Atkinson & Co.
Nov 2023 - Present
AeroLeads people directory · profile
Dick Atkinson, Cfa Email & Phone Number
Managing Member, Atkinson & Co.
at
Atkinson & Co.
1 work email found
@jpmorgan.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Atkinson & Co.
Role
Managing Member, Atkinson & Co.
Location
Orinda, California, United States
Who is Dick Atkinson, Cfa? Overview
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Quick answer
Dick Atkinson, Cfa is listed as Managing Member, Atkinson & Co. at Atkinson & Co., based in Orinda, California, United States. AeroLeads shows a work email signal at jpmorgan.com and a matched LinkedIn profile for Dick Atkinson, Cfa.
Dick Atkinson, Cfa previously worked as Managing Member at Atkinson & Co. and Managing Director, Banker at J.P. Morgan. Dick Atkinson, Cfa holds A.B., Economics from Harvard University.
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*@jpmorgan.com
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Profile bio
About Dick Atkinson, Cfa
As a Managing Director and Banker at J.P. Morgan Private Bank, I draw upon a deep reservoir of institutional market knowledge to help optimize clients’ complex balance sheets. I simplify their financial lives, address concerns and respond with alacrity.I am genuinely interested in each family’s financial wellbeing, potentially offering effective strategies across multiple fronts—tax efficiency, generational wealth transfer, the legacy of charitable giving and more. My experience in building profitable trading businesses has afforded me insight into the sophisticated challenges faced by high-performing individuals. These clients value my judicious use of their time.Throughout my three-decade career, I have gained a reputation for leadership that spans geographies and cultures. I have held senior positions advising C-suite executives on strategic investment opportunities and tactical product implementation. Most recently, I was at HSBC Bank, and before that at J.P. Morgan Corporate & Investment Bank, delivering creative solutions for clients in the Western United States. In my return to J.P. Morgan, I bring the full complement of my skills to perform for individuals with institutional-level wealth.
Listed skills include Alternative Investments, Fixed Income, Bonds, Valuation, and 16 others.
Current workplace
Dick Atkinson, Cfa's current company
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Atkinson & Co.
6 roles
Dick Atkinson, Cfa work experience
A career timeline built from the work history available for this profile.
Managing Director, Banker
J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida.JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM).INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEOpinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.
Sep 2021 - Aug 2023
Managing Director
Established Relationship Management function at HSBC in Western US for all bank products with institutional investors, including asset managers, pension funds, banks, corporations, public bodies and family offices, foundations, and endowments. Personally responsible for consultative, holistic relationships with “C-Suite” at major investor clients. Frequently consulted with CIOs on strategic investment strategy and tactical product implementation. Regular conversations conducted on asset allocation, new product development, relative sector valuation, alternative assets, strategic business initiatives, and macroeconomic trends.
Sep 2015 - Nov 2020
Managing Director
Head of Markets Sales for the Western United States managing San Francisco and Los Angeles offices. Responsible for the distribution of Equity, Fixed Income and Derivative products and Investor Services to Institutional Investors in the Region. Member of the JP Morgan Markets Executive Committee. Member of the JP Morgan California Operating Committee. JP Morgan Chase Ambassador.
May 2005 - May 2014
Oct 1996 - Apr 2005
Senior Vice President
Chicago Corporation
Head of Proprietary Zero Coupon Bond Trading
Apr 1993 - Oct 1996
2 education records
Dick Atkinson, Cfa education
A.B., Economics
Harvard University
Education record
The Haverford School
FAQ
Frequently asked questions about Dick Atkinson, Cfa
Quick answers generated from the profile data available on this page.
What company does Dick Atkinson, Cfa work for?
Dick Atkinson, Cfa works for Atkinson & Co..
What is Dick Atkinson, Cfa's role at Atkinson & Co.?
Dick Atkinson, Cfa is listed as Managing Member, Atkinson & Co. at Atkinson & Co..
What is Dick Atkinson, Cfa's email address?
AeroLeads has found 1 work email signal at @jpmorgan.com for Dick Atkinson, Cfa at Atkinson & Co..
Where is Dick Atkinson, Cfa based?
Dick Atkinson, Cfa is based in Orinda, California, United States while working with Atkinson & Co..
What companies has Dick Atkinson, Cfa worked for?
Dick Atkinson, Cfa has worked for Atkinson & Co., J.P. Morgan, Hsbc Global Banking And Markets, Jpmorgan Chase, and Credit Suisse.
How can I contact Dick Atkinson, Cfa?
You can use AeroLeads to view verified contact signals for Dick Atkinson, Cfa at Atkinson & Co., including work email, phone, and LinkedIn data when available.
What schools did Dick Atkinson, Cfa attend?
Dick Atkinson, Cfa holds A.B., Economics from Harvard University.
What skills is Dick Atkinson, Cfa known for?
Dick Atkinson, Cfa is listed with skills including Alternative Investments, Fixed Income, Bonds, Valuation, Portfolio Management, Capital Markets, Derivatives, and Investments.
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