Investments

F. Chris Greene, CFA
Director of Research

Chris is the Director of Research and a Senior Portfolio Manager at Private Wealth Partners. He is responsible for leading the firm's research and investment process.  He has worked in the investment business for 25 years in various capacities, ranging from investment banking to work as a research analyst and portfolio manager for both institutional and high net-worth clients.  Prior to PWP, Chris founded a successful SaaS subscription-software company focused on the statistical analysis of investments.

 

Chris is a CFA Charterholder, holds a BA in Economics from Claremont McKenna College and is a member of the Association of Investment Management and Research and the Security Analysts of San Francisco.

 

Chris is a long-time resident of Marin County where he lives with his wife and two children.

Jason Saxon
Head of Trading

Jason joined the Private Wealth Partners team in 2005, bringing over 25 years of securities industry experience with an emphasis of trading across all product types and asset classes. Jason also brings extensive operations experience to Private Wealth Partners.

Prior to joining Private Wealth Partners, Jason worked at E*Trade and helped them grow their equity and fixed income business in their New York and Menlo Park offices.

Jason obtained NASD/FINRA license designations of 7, 63, 4, 24, 55.

James Lenczowski

Research Analyst

James is an analyst in the firm’s research department and a trading assistant. Prior to joining Private Wealth Partners, James served in the Navy as a navigator aboard the USS Coronado (LCS 4).

James holds a B.S. in Economics from the United States Naval Academy.

At Private Wealth Partners, LLC we work as your personal investment adviser offering you investment advice and portfolio management for individual, family, trust, charity and retirement accounts. We serve clients nationally but predominantly in California.

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