Chase Manhattan Private Bank

Description

Address: 50 Rowes Wharf floor 4, Boston, MA 02110 Phone: (617) 310-0500Website: : Hours: Category: : Place name: : : : : Website: https://am.jpmorgan.com/private-bank/public/gl/en/global-offices-us-massachusetts-boston Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (2) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of J.P. Morgan Private Bank Posting publicly on the Web Write a review Reviews 4 Google reviews From J.P. Morgan Private Bank Unable to add this file. Please check that it is a valid photo. "J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family office management, philanthropy, lending, fiduciary services and special...More "J.P. Morgan Private Bank delivers customized wealth management advice and solutions to individuals and their families, leveraging our broad capabilities in investing, family office management, philanthropy, lending, fiduciary services and special advisory services to help our clients advance toward their own particular goals."

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Chase Manhattan Private Bank Employees

Employee
Years
Job
Industry
Robert W. Harrigan, CFA Robert W. Harrigan, CFA Miami/Fort Lauderdale Area Details
Robert W. Harrigan, CFA's Chase Manhattan Private Bank Experience December 1990 - January 2002
Job Private Wealth Advisor, Senior Vice President at UBS
Industry Investment Management
Experience
The Parker-Harrigan Group, UBS Private Wealth Management   March 2013 - Present
The Parker-Harrigan Group, Merrill Lynch Private Banking & Investment Group   February 2003 - March 2013
Chase Manhattan Private Bank   December 1990 - January 2002
Connecticut Bank and Trust Co   February 1972 - December 1990

Education
University of Hartford   1977 — 1981
Master of Business Administration (MBA), Finance

The University of Connecticut   1968 — 1972
B.A., Mathematics

Christopher Crosby Christopher Crosby Greater New York City Area Details
Christopher Crosby's Chase Manhattan Private Bank Experience November 1993 - April 1996
Job Global Head of Post Trade Technology, SVP at BGC Partners
Industry Financial Services
Experience
Cantor Fitzgerald/eSpeed, Inc   May 1998 - Present
BGC Partners  2005 - 2013
Greenwich Capital Markets  April 1996 - May 1998
Chase Manhattan Private Bank   November 1993 - April 1996

Education
Fairleigh Dickinson University   1986 — 1991
Bachelor of Science (B.S.), Computer Science

Lynne Cross Lynne Cross West Palm Beach, Florida Area Details
Lynne Cross's Chase Manhattan Private Bank Experience 1991 - 2001
Job Client Advisor Vice President at SunTrust Bank Wealth Management
Industry Financial Services
Experience
SunTrust Bank  August 2013 - Present
SunTrust Investment Services Inc.  August 2013 - Present
Wells Fargo Advisors, LLC  2010 - November 2013
Citi Private Bank  2001 - 2010
Chase Manhattan Private Bank   1991 - 2001

Education
University of Phoenix
BS, Business Administration and Management, General

David E Norris, CFA David E Norris, CFA West Palm Beach, Florida Area Details
David E Norris, CFA's Chase Manhattan Private Bank Experience 1994 - 1999
Job Director, Chair Investment Committee & Asst Treasurer at Elmina B Sewall Foundation
Industry Investment Management
Experience
Ladd Capital Management, LLC   2009 - Present
Elmina B Sewall Foundation   1988 - Present
Oaktree Asset Management   November 2004 - February 2009
U S Trust Co   August 1999 - November 2004
Chase Manhattan Private Bank   1994 - 1999
Bank of Boston  November 1992 - November 1994

Skills
Equities, Investment Management, Portfolio Management, Investments, Pension Funds, Asset Allocation, Alternative Investments, Wealth Management, Investment Strategies, Asset Management, Fixed Income, Investment Advisory, Hedge Funds, Mutual Funds, Series 7

Education
Trinity College-Hartford   1962 — 1967
BA, English

Gary Kayfus CFP ® Gary Kayfus CFP ® Boca Raton, Florida Details
Gary Kayfus CFP ®'s Chase Manhattan Private Bank Experience July 1990 - January 1994
Job Vice President and Senior Relationship Manager, Commercial Banking / Wealth Management, The Northern Trust Company
Industry Financial Services
Experience
The Nothern Trust Company   March 2014 - Present
Sabadell United Bank  April 2011 - March 2014
1st United Bank  December 2009 - April 2011
US Trust  January 2004 - August 2008
Northern Trust Bank  January 1994 - January 2004
Chase Manhattan Private Bank   July 1990 - January 1994

Skills
Portfolio Management, Credit, Banking, Commercial Banking, Finance, Asset Management, Risk Management, Strategy, Commercial Lending, Wealth Management, Loans, Relationship Management, Business Development, Investments, Private Banking, Financial Services, Treasury Management

Education
University of Miami
MBA, Finance

University of Miami
Bachelor of Science, Chemistry and Biology; Continuing Education

Christopher Altschul CFA Christopher Altschul CFA Greater Los Angeles Area Details
Christopher Altschul CFA's Chase Manhattan Private Bank Experience 1989 - 1994
Job President at N/S Corporation
Industry Machinery
Experience
N/S Corporation  June 2012 - Present
Highlander Fund Management   June 2004 - April 2009
Exis Capital  March 2003 - June 2004
Mitchell Hutchins Asset Management  1994 - 2001
Chase Manhattan Private Bank   1989 - 1994

Skills
Capital Markets, Private Equity, Asset Management, Marketing, Hedge Funds, Investments, Equities, Alternative Investments, Portfolio Management, Financial Modeling, Valuation, Trading, Fixed Income, Derivatives, Equity Research, Financial Analysis, Commodity, Microsoft Excel, Investment Management, Asset Allocation, Mutual Funds, Securities, Finance, Corporate Finance, Executive Management, Quantitative Analytics, Investment Advisory, Restructuring, Investment Strategies, Business Valuation, Risk Management, Financial Advisory, Trading Systems, Technical Analysis, Wealth Management

Education
NYU Stern School of Business   1991 — 1994
Master of Business Administration (MBA)

Lehigh University   1985 — 1989
Bachelor's degree

Valerie Santori Valerie Santori San Francisco, California Details
Valerie Santori's Chase Manhattan Private Bank Experience April 1995 - June 1999
Job Retired
Industry Investment Banking
Experience
Golden Gate Yacht Club Youth Sailing Foundation   September 2007 - August 2014
Dickinson Capital Management LLC   March 2006 - January 2007
Chase Manhattan Private Bank   April 1995 - June 1999
Bank of San Francisco  April 1991 - April 1995

Skills
Project Management, Event Management, Property Management, Fundraising, Marketing, Investments, photography, Microsoft Office, Adobe Creative Suite, Financial Software, Entrepreneurship, Public Relations, Start-ups, Accounting Applications, Photography

Education
San Francisco State University
BS, Financial Services, Economics

Jonathan Huffman Jonathan Huffman Greater Atlanta Area Details
Jonathan Huffman's Chase Manhattan Private Bank Experience September 1990 - February 1994
Job CEO, Signal Mountain Networks, Inc.
Industry Telecommunications
Experience
Signal Mountain Networks, Inc.   May 2001 - Present
Radiant Systems  September 1997 - April 2001
The Wolfsonian Foundation   February 1994 - April 1996
Chase Manhattan Private Bank   September 1990 - February 1994

Skills
Strategic Planning, Management, Strategy, Program Management, Strategic Partnerships, Business Development, New Business Development, Product Management, Business Strategy, Leadership

Education
The Johns Hopkins University   1988 — 1990
M.A., School of Advanced International Studies, International Relations, Economics

Rhodes College   1984 — 1987
B.A., French, Arabic, International Studies

Harding Academy of Memphis

Michaelides, Ares Michaelides, Ares Miami/Fort Lauderdale Area Details
Michaelides, Ares's Chase Manhattan Private Bank Experience 1991 - 1994
Job EVP, CFO and COO at Starboard Cruise Services
Industry Retail
Experience
Starboard Cruise Services  August 2014 - Present
Starboard Cruise Services  May 2006 - July 2014
Royal Caribbean Cruises Ltd/Celebrity Cruises   2001 - 2004
Celebrity Cruises, Inc.   February 1994 - 2004
Chase Manhattan Private Bank   1991 - 1994

Skills
Financial Analysis, Forecasting, Strategic Planning, Budgets, Retail, Mergers, Finance, Process Improvement, Team Building, Negotiation, Operations Management, Business Planning, Contract Negotiation, Income Statement, Leadership, Mergers, P, Strategy

Education
London School of Economics and Political Science   1984 — 1985
Master of Arts and Master of Science, Economics and Capital Markets

Drew University   1980 — 1983
BA, Economics and Mathematics

Chartered Financial Analyst (CFA)

Joseph Rotella Joseph Rotella Greater New York City Area Details
Joseph Rotella's Chase Manhattan Private Bank Experience 1993 - 1994
Job
Industry Financial Services
Experience
AFHE   2007 - Present
.   April 2015 - Present
GenSpring Family Offices  March 2013 - April 2015
GenSpring Family Office   2013 - 2014
Teton Trust Company   2007 - October 2013
GenSpring Family Offices  April 2007 - March 2013
Merrill Lynch Family Office   2000 - 2007
Clifford Chance Rogers & Wells   1994 - 2000
US Navy  March 1974 - June 1994
Chase Manhattan Private Bank   1993 - 1994

Education
Boston University School of Law   1979 — 1983
JD; LL.M

SUNY Stony Brook
BA, Philosophy

Erin Lee Erin Lee Fort Worth, Texas Details
Erin Lee's Chase Manhattan Private Bank Experience June 1997 - December 2001
Job Private Banking
Industry Banking
Experience
Frost Bank  November 2013 - Present
Compass Well Services, LLC  April 2011 - November 2012
ValArco LLC   June 2008 - October 2010
Northwestern Mutual Financial Network  May 2003 - July 2008
The Texas Financial Group   November 2007 - June 2008
The Golf Club  January 2001 - January 2003
Texas Commerce Bank  June 1997 - December 2001
Chase Manhattan Private Bank   June 1997 - December 2001
JP Morgan Chase & Co  January 1997 - January 2001
Trust Management, Inc   January 1996 - January 1997

Skills
QuickBooks, Microsoft Office, Microsoft Dynamics, Mergers & Acquisitions, Accounts Payable, Budgets, Due Diligence, Management, Finance, Financial Analysis, Account Reconciliation, Variance Analysis, Accounting, Leadership, Cash Flow, Financial Reporting, Cost Accounting, Auditing, Cash Management, GAAP, General Ledger, Portfolio Management

Education
Texas Christian University - M.J. Neeley School of Business   1995 — 1997
MBA, Finance

The University of Texas at Austin - Red McCombs School of Business   1987 — 1992
BBA, Accounting

Trinity Valley School   1975 — 1987

Donna Epstein Donna Epstein Greater New York City Area Details
Donna Epstein's Chase Manhattan Private Bank Experience 1992 - 2000
Job Senior Counsel at Loeb Block
Industry Legal Services
Experience
Loeb Block   Wealth Advisory, Private BankJPMorgan Chase1992 - 2004
Chase Manhattan Private Bank   1992 - 2000

Education
New York University School of Law   1983 — 1985
LLM, Taxation

University of the Pacific - McGeorge School of Law   1976 — 1979
JD, Law

University of California, Los Angeles   1971 — 1975
BA, French

Mary Ann Ferraro Mary Ann Ferraro Greater New York City Area Details
Mary Ann Ferraro's Chase Manhattan Private Bank Experience July 1992 - July 1999
Job Director, Investment Strategy and Fixed Income, GM Asset Management
Industry Investment Management
Experience
General Motors Asset Management  July 1999 - Present
Chase Manhattan Private Bank   July 1992 - July 1999

Skills
Bloomberg, Investments, Fixed Income, Investment Management, Pensions, Alternative Investments, Asset Management, Hedge Funds, Financial Advisory, High Yield, Chartered Financial..., Equities

Education
New York University   1990 — 1992
Master of Business Administration, Finance

Villanova University   1984 — 1988
Bachelor of Science, Finance

John Cuneo John Cuneo United States Details
John Cuneo's Chase Manhattan Private Bank Experience 1997 - 2006
Job
Industry
Experience
Chase Manhattan Private Bank   1997 - 2006

Education
New York University

Terry Miller, MBA, CFP, CIMA Terry Miller, MBA, CFP, CIMA Greater Denver Area Details
Terry Miller, MBA, CFP, CIMA's Chase Manhattan Private Bank Experience January 1988 - July 1992
Job Arbroath Capital
Industry Investment Management
Experience
Arbroath Capital   January 2010 - Present
Morgan Stanley Smith Barney  2007 - 2009
AllianceBernstein  2002 - 2006
Smith Barney  2000 - 2002
Prudential Financial  1996 - 2000
Bank of America State Trust Company   1992 - 1996
Chase Manhattan Private Bank   January 1988 - July 1992

Skills
Mutual Funds, Series 7, Wealth Management, Alternative Investments, Asset Management, Asset Allocation, Securities, Investment Strategies, Portfolio Management, Series 66, Certified Financial..., ETFs, Investments, Investment Management

Education
Gonzaga University
BA, Mathematics

Gonzaga University - School of Business Administration
MBA

Anthony Guinyard Anthony Guinyard Greater New York City Area Details
Anthony Guinyard's Chase Manhattan Private Bank Experience 1993 - 1994
Job First Vice President at New York Community Bancorp
Industry Banking
Experience
New York Community Bancorp  2009 - Present
LibertyPointe Bank  2008 - 2009
Standard & Poor's   2005 - 2007
Independence Community Bank  2002 - 2005
Citigroup Corporate and Investment Bank  2001 - 2002
Teach For America  1994 - 1999
Chase Manhattan Private Bank   1993 - 1994

Skills
Structured Finance, Credit, Project Finance, Portfolio Management, Asset Management, Loans, Underwriting, Capital Markets, Valuation, Financial Structuring, Commercial Lending, Credit Risk, Credit Analysis, Fixed Income, Securitization, Financial Modeling

Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance, General

Yale University
Economics

Eric Tait Eric Tait Newtown, Connecticut Details
Eric Tait's Chase Manhattan Private Bank Experience May 1997 - February 1999
Job Project Manager Infrastructure Market Data Operations Credit Suisse at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions  August 2012 - May 2015
Graham Capital Management  March 2005 - May 2011
Chilton Investment Company  June 2002 - March 2005
Evergreen Asset Management  March 2000 - February 2002
GE Investments Corp   February 1999 - March 2000
Chase Manhattan Private Bank   May 1997 - February 1999

Skills
Active Directory, DNS, Hedge Funds, Infrastructure, Microsoft Exchange, Technical Support, Windows Server

Education
The University of Connecticut
BS in Education, History