JP Morgan Chase Private Bank

Description

Address: 270 Park Avenue, New York, NY 10017 Phone: (212) 464-1909Category: : : : : : : Website: Place name: Hours: Website: https://am.jpmorgan.com/private-bank/public/gl/en/global-offices-us-new-york-ny 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 (7) 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 11 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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JP Morgan Chase Private Bank Employees

Employee
Years
Job
Industry
Michael Bratman, MBA Michael Bratman, MBA Greater Chicago Area Details
Michael Bratman, MBA's JP Morgan Chase Private Bank Experience July 2011 - May 2012
Job Forensic Underwriter at Opus CMC
Industry Financial Services
Experience
Opus CMC  August 2015 - Present
PHH Mortgage  June 2012 - July 2015
JP Morgan Chase Private Bank   July 2011 - May 2012
Morgan Stanley  January 2011 - July 2011
Morgan Stanley  December 2004 - January 2011
United Financial Mortgage Corp.  September 2002 - December 2004

Skills
Loans, Credit, Compliance, Customer Service, Funding, Refinance, Residential Mortgages, Mortgage Lending, Mortgage Banking, Closings, Training, Microsoft Excel, Banking, Finance, Leadership, Loan Origination, Process Improvement

Education
Keller Graduate School of Management of DeVry University   2005 — 2008
M.B.A., Business Administration

Loyola University of Chicago   1998 — 2002
B.A., Finance

Maine East High School   1996 — 1998
General Studies

Gene Harrison, CFA, CAIA Gene Harrison, CFA, CAIA Reno, Nevada Area Details
Gene Harrison, CFA, CAIA's JP Morgan Chase Private Bank Experience 1990 - 2000
Job Regional Manager Investment and Fiduciary Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  September 2015 - Present
Wells Fargo Private Bank  September 2010 - Present
D.A. Davidson & Co.   March 2006 - September 2010
Kanaly Trust Company  2004 - 2006
Wells Fargo Private Asset Management   2000 - 2004
JP Morgan Chase Private Bank   1990 - 2000
Deloitte & Touche  1989 - 1990
Transamerica Funds  1987 - 1989

Skills
Alternative Investments, Asset Management, Portfolio Management, Investments, Securities, Investment Strategies, Mutual Funds, Wealth, Wealth Management, Equities, Asset Allocation, Portfolios, Financial Planning, Retirement Planning, Hedge Funds, Options, Strategic Financial..., Investment Management, Fixed Income, Wealth Management..., Bonds, Series 7

Education
Stephen F. Austin State University   1980 — 1986
BBA, Finance

Laura Opdenaker Laura Opdenaker Greater New York City Area Details
Laura Opdenaker's JP Morgan Chase Private Bank Experience 2013 - 2015
Job Professional Event Marketing and Meeting Planner
Industry Marketing and Advertising
Experience
JP Morgan Chase Private Bank   2013 - 2015
LSO Events & Public Relations, Inc.   March 2011 - February 2012
Fordham University  2011 - 2012
Citibank  August 2008 - October 2010
GenSpring Family Offices  September 2007 - June 2008
LSO EVENTS & PUBLIC RELATIONS, INC.   July 1999 - October 2007
The Lord"s Place  2006 - 2007
The Retreat  2000 - 2002
UBS  December 1997 - December 1999
French Chamber of Commerce   September 1996 - April 1998

Skills
Sponsorship, Non-profits, Collateral, Research, Event Management, Event Planning, Corporate Events, Marketing Communications, Social Media Marketing, Trade Shows, Meeting Planning, Fundraising, Marketing, Relationship Marketing, Social Networking, Marketing Strategy, Social Media, Online Advertising, Market Planning, Press Releases

Education
Pine Manor College
Certificate of French Language and Culture

University of Delaware
Bachelor of Arts

Marquetta Wright Marquetta Wright Greater Philadelphia Area Details
Marquetta Wright's JP Morgan Chase Private Bank Experience March 2003 - May 2009
Job Administrative Assistant
Industry Executive Office
Experience
Payroll Management Assistance   January 2015 - Present
F.I.G.H.T. for Families Fellowship   August 2006 - Present
Gastroenterology Assoc.   August 2011 - November 2014
JP Morgan Chase Private Bank   March 2003 - May 2009

Skills
Leadership, Management, Team Leadership, Event Planning, Training, Microsoft Office, Customer Service, Fundraising, Office Administration, Public Speaking, PowerPoint, Leadership Development, Strategic Planning, Coaching, Social Networking, Financial Analysis, Team Building

Education
Goldey-Beacom College
Business Administration and Management, General

Roselin Espinal Roselin Espinal Greater New York City Area Details
Roselin Espinal's JP Morgan Chase Private Bank Experience May 2002 - October 2004
Job Assistant Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  September 2008 - Present
Lehman Brothers  November 2006 - September 2008
JP Morgan Chase  November 2003 - November 2006
JP Morgan Chase Private Bank   May 2002 - October 2004
JPMorgan Chase  June 2000 - May 2002

Skills
Investment Banking, Investments, Fixed Income, Alternative Investments, Emerging Markets, Mutual Funds, Portfolio Management, Equities, Securities, Banking, Credit, Investment Management, Financial Services, Structured Products, Loans, Private Banking

Education
Binghamton University   1996 — 2000
BA, Economics

Dennis Joe, CFA Dennis Joe, CFA Greater New York City Area Details
Dennis Joe, CFA's JP Morgan Chase Private Bank Experience April 1995 - August 2000
Job Vice President at JP Morgan Private Bank
Industry Investment Management
Experience
JP Morgan Private Bank  February 2011 - Present
Jamar Labs LLC   April 2010 - February 2011
Lipton Financial Services, Inc.   June 2004 - December 2007
Sidoti & Co., LLC   August 2000 - June 2004
JP Morgan Chase Private Bank   April 1995 - August 2000
Eickhoff Economics Inc.   November 1990 - April 1995

Education
Baruch College, City University of New York (CUNY)
MBA, Finance

New York University - Polytechnic School of Engineering
Mechanical Engineering

University at Albany, SUNY
B.S., Statistics

Maria Neary Maria Neary Greater New York City Area Details
Maria Neary's JP Morgan Chase Private Bank Experience 1995 - 2003
Job Senior Wealth Advisor at Northern Trust
Industry Financial Services
Experience
Northern Trust  January 2011 - Present
Geller Family Office Services LLC   August 2004 - September 2010
Braun Business Management   2003 - 2004
JP Morgan Chase Private Bank   1995 - 2003
Chemical Bank  1993 - 1995
PriceWaterhouseCoopers  1989 - 1993

Skills
Investments, Wealth Management, Estate Planning, High Net Worth..., Private Banking, Trusts, Wealth Management..., Finance, Financial Services, Wealth, Hedge Funds, Asset Managment, CRM, Investment Management, Alternative Investments, Investment Advisory, Securities, Fixed Income, Portfolio Management, Equities, Asset Allocation, Investment Strategies, Asset Management

Education
Pace University
BBA/MBA, Accounting

Rhonda A. Pirvulescu Rhonda A. Pirvulescu Greater New York City Area Details
Rhonda A. Pirvulescu's JP Morgan Chase Private Bank Experience October 1999 - October 2004
Job VP, Wealth Advisor at Bank of America
Industry Financial Services
Experience
Bank of America Private Bank  October 2004 - Present
JP Morgan Chase Private Bank   October 1999 - October 2004

Education
The University of Texas at Austin   1996 — 1999

Rory Murphy Rory Murphy Hanover, New Hampshire Details
Rory Murphy's JP Morgan Chase Private Bank Experience June 2006 - August 2006
Job Consultant at L.E.K. Consulting
Industry Management Consulting
Experience
L.E.K. Consulting   September 2014 - Present
L.E.K. Consulting   September 2007 - August 2012
JP Morgan Chase - Private Bank  June 2006 - August 2006
Banc of America Securities  June 2005 - August 2005

Skills
Financial Modeling, Private Equity, Due Diligence, Management Consulting, Valuation

Education
Tuck School of Business at Dartmouth   2012 — 2014
MBA

Boston College   2003 — 2007
BS, Finance & Accounting

Jim Brady III Jim Brady III Baltimore, Maryland Area Details
Jim Brady III's JP Morgan Chase Private Bank Experience August 2006 - March 2008
Job Senior Business Analyst at University of MD
Industry Law Enforcement
Experience
University of MD - PSTTAP   May 2011 - Present
MD Department of Public Safety and Correctional Services   September 2008 - May 2011
JP MORGAN CHASE PRIVATE BANK   August 2006 - March 2008
JPMorganChase  April 2004 - August 2006
JPMorganChase  June 2002 - April 2004
JPMorganChase  February 1999 - June 2002
F. Schumacher & Co.   December 1995 - February 1999
Upper Bay Community Support Services   1994 - 1995

Education
University of Maryland Baltimore County   2006 — 2012
Master of Science (M.S.), Information Systems, 3.324 Cum GPA

University of Delaware   1991 — 1995
Bachelor of Arts (B.A.), French Studies

Penn State University   1989 — 1990
Mechanical Engineering

Anna Medvinsky, MBA Anna Medvinsky, MBA Greater New York City Area Details
Anna Medvinsky, MBA's JP Morgan Chase Private Bank Experience 2000 - 2001
Job AVP Placement Specialist QSG at Marsh & McLennan Companies Inc.
Industry Insurance
Experience
Marsh & McLennan Companies, Inc.   May 2014 - Present
The Mogil Organization  October 2010 - May 2014
EAC Brokerage Inc   February 2006 - October 2010
North & Star Insurance Agency   August 2002 - February 2006
JP Morgan Chase Private Bank   2000 - 2001

Skills
Umbrella Insurance, Insurance, Commercial Insurance, Property & Casualty..., Professional Liability, Legal Liability, Liability, Employment Practices..., Directors & Officers..., D&O, Commercial Lines, Inland Marine, Casualty, Property Claims, Insurance Brokerage

Education
Pace University - Lubin School of Business   2002 — 2003
MBA, Finance

Pace University - Lubin School of Business   1996 — 2000
BA, Finance