J.P. Morgan Private Bank
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J.P. Morgan Private Bank Employees
Employee
Years
Job
Industry
David Chapman, CFA David Chapman, CFA's J.P. Morgan Private Bank Experience June 2006 - August 2006
Job Solutions Strategist at Legal & General Investment Management America
Industry Investment Management
Experience
Legal & General Investment Management America 2015 - Present
ALAS, Inc. 2013 - 2015
Ascension Investment Management (a subsidiary of Ascension Health Alliance) 2010 - 2013
BlackRock 2007 - 2010
J.P. Morgan Private Bank June 2006 - August 2006
Midway Games 2003 - 2005
HSBC 2002 - 2003
Skills
Portfolio Management, Derivatives, Asset Allocation, Investments, Tactical Asset..., Asset Management, Fixed Income, Asset Managment, Equity Derivatives, Portfolio Optimization, Quantitative Research, Quantitative Analytics, Quantitative Finance, Chartered Financial..., Socially Responsible..., Market Risk, Risk Management, Liquidity Risk, Hedge Funds, Financial Modeling, Due Diligence, Equities, Social Impact Investing, LDI
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
Master of Business Administration (MBA)
Washington University in St. Louis 1998 — 2002
Bachelor of Science in Business Administration (BSBA)
Legal & General Investment Management America 2015 - Present
ALAS, Inc. 2013 - 2015
Ascension Investment Management (a subsidiary of Ascension Health Alliance) 2010 - 2013
BlackRock 2007 - 2010
J.P. Morgan Private Bank June 2006 - August 2006
Midway Games 2003 - 2005
HSBC 2002 - 2003
Skills
Portfolio Management, Derivatives, Asset Allocation, Investments, Tactical Asset..., Asset Management, Fixed Income, Asset Managment, Equity Derivatives, Portfolio Optimization, Quantitative Research, Quantitative Analytics, Quantitative Finance, Chartered Financial..., Socially Responsible..., Market Risk, Risk Management, Liquidity Risk, Hedge Funds, Financial Modeling, Due Diligence, Equities, Social Impact Investing, LDI
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
Master of Business Administration (MBA)
Washington University in St. Louis 1998 — 2002
Bachelor of Science in Business Administration (BSBA)
Benjamin Lamar Benjamin Lamar's J.P. Morgan Private Bank Experience January 2007 - June 2009
Job Manager, FP&A
Industry Financial Services
Experience
Southern Graphic Systems August 2015 - Present
Joerns RecoverCare January 2013 - July 2015
Jefferson National October 2010 - June 2012
J.P. Morgan Private Bank January 2007 - June 2009
J.P. Morgan Private Bank January 2007 - May 2007
Skills
Management, Financial Modeling, Financial Analysis, Corporate Development, Mergers & Acquisitions, Pricing Strategy, Corporate Finance, Budgeting, Strategic Planning, Forecasting, Finance, Revenue Forecasting, Investments, Analysis, Private Equity, Strategic Financial..., Equities, Hedge Funds, Alternative Investments, Portfolio Management, Capital Markets, Asset Management, Asset Managment, Financial Reporting, Accounting, Due Diligence, Process Improvement
Education
University of Louisville 2009 — 2011
MBA
University of Louisville 2002 — 2006
B.S., Economics
Southern Graphic Systems August 2015 - Present
Joerns RecoverCare January 2013 - July 2015
Jefferson National October 2010 - June 2012
J.P. Morgan Private Bank January 2007 - June 2009
J.P. Morgan Private Bank January 2007 - May 2007
Skills
Management, Financial Modeling, Financial Analysis, Corporate Development, Mergers & Acquisitions, Pricing Strategy, Corporate Finance, Budgeting, Strategic Planning, Forecasting, Finance, Revenue Forecasting, Investments, Analysis, Private Equity, Strategic Financial..., Equities, Hedge Funds, Alternative Investments, Portfolio Management, Capital Markets, Asset Management, Asset Managment, Financial Reporting, Accounting, Due Diligence, Process Improvement
Education
University of Louisville 2009 — 2011
MBA
University of Louisville 2002 — 2006
B.S., Economics
Habby Bauer's J.P. Morgan Private Bank Experience October 2006 - December 2013
Job Vice President, Wealth Management Advisor at Fifth Third Private Bank
Industry Financial Services
Experience
Fifth Third Private Bank May 2015 - Present
International Bank 2014 - 2015
J.P. Morgan Private Bank October 2006 - December 2013
MB Financial Bank 2005 - 2006
BB&T 2002 - 2005
Hilliard Lyons 2000 - 2002
Skills
Wealth Management, Investments, Portfolio Management, Series 7, Fixed Income, Financial Analysis, Alternative Investments, Risk Management, Capital Markets, Series 63, Sales, Negotiation, Equities, Competitive Analysis, Asset Allocation, Investment Management, Financial Modeling, Mutual Funds, Credit Analysis, Corporate Finance, Sales Presentation..., Product Marketing, Financial Markets, Strategic Financial..., Derivatives, Sales Presentations, Securities, RFP Generation, Project Management, Financial Planning, Business Process..., Strategic Consulting, Operational Planning
Education
University of Kentucky 1994 — 1999
Bachelor of Arts
Fifth Third Private Bank May 2015 - Present
International Bank 2014 - 2015
J.P. Morgan Private Bank October 2006 - December 2013
MB Financial Bank 2005 - 2006
BB&T 2002 - 2005
Hilliard Lyons 2000 - 2002
Skills
Wealth Management, Investments, Portfolio Management, Series 7, Fixed Income, Financial Analysis, Alternative Investments, Risk Management, Capital Markets, Series 63, Sales, Negotiation, Equities, Competitive Analysis, Asset Allocation, Investment Management, Financial Modeling, Mutual Funds, Credit Analysis, Corporate Finance, Sales Presentation..., Product Marketing, Financial Markets, Strategic Financial..., Derivatives, Sales Presentations, Securities, RFP Generation, Project Management, Financial Planning, Business Process..., Strategic Consulting, Operational Planning
Education
University of Kentucky 1994 — 1999
Bachelor of Arts
Avrill Lara Avrill Lara's J.P. Morgan Private Bank Experience February 2014 - Present
Job Administrative Assistant at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank February 2014 - Present
Deerfield Management Capital, L.P. December 2013 - January 2014
H/2 Capital Partners December 2013 - December 2013
Amalgamated Life Insurance Company, a member of the Amalgamated Family of Companies July 2013 - October 2013
Berkshire Services June 2010 - August 2012
Office of Undergraduate Admissions Uconn September 2011 - May 2012
EDP World, Inc. May 2010 - August 2010
Office of Undergraduate Admissions September 2009 - April 2010
Skills
Proficient in Microsoft..., QuickBooks, Sales force, Outlook, Vitech, Peoplesoft, Amcat Software, Stellent System
Education
The University of Connecticut 2009 — 2013
Bachelor of liberal and sciences, Economics
J.P. Morgan Private Bank February 2014 - Present
Deerfield Management Capital, L.P. December 2013 - January 2014
H/2 Capital Partners December 2013 - December 2013
Amalgamated Life Insurance Company, a member of the Amalgamated Family of Companies July 2013 - October 2013
Berkshire Services June 2010 - August 2012
Office of Undergraduate Admissions Uconn September 2011 - May 2012
EDP World, Inc. May 2010 - August 2010
Office of Undergraduate Admissions September 2009 - April 2010
Skills
Proficient in Microsoft..., QuickBooks, Sales force, Outlook, Vitech, Peoplesoft, Amcat Software, Stellent System
Education
The University of Connecticut 2009 — 2013
Bachelor of liberal and sciences, Economics
Lizet Shuja's J.P. Morgan Private Bank Experience July 2005 - July 2008
Job Manager, Consumer & Retail at A.T. Kearney
Industry Management Consulting
Experience
A.T. Kearney July 2013 - Present
A.T. Kearney September 2010 - June 2013
Kellogg School of Management September 2008 - September 2010
A.T. Kearney June 2009 - August 2009
JP Morgan Private Bank July 2005 - July 2008
Skills
Retail, Financial Analysis, Operations, Financial Modeling, Business Strategy, Management Consulting, Apparel, Retail Category..., Profit Maximization, Procurement, Financial Institutions, Analysis, Leadership, Strategic Planning, Management
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Management & Strategy, Marketing, International Business
Columbia University in the City of New York 2001 — 2005
B.A., Economics, Latino Studies
A.T. Kearney July 2013 - Present
A.T. Kearney September 2010 - June 2013
Kellogg School of Management September 2008 - September 2010
A.T. Kearney June 2009 - August 2009
JP Morgan Private Bank July 2005 - July 2008
Skills
Retail, Financial Analysis, Operations, Financial Modeling, Business Strategy, Management Consulting, Apparel, Retail Category..., Profit Maximization, Procurement, Financial Institutions, Analysis, Leadership, Strategic Planning, Management
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Management & Strategy, Marketing, International Business
Columbia University in the City of New York 2001 — 2005
B.A., Economics, Latino Studies
Alan Moy's J.P. Morgan Private Bank Experience July 2009 - July 2012
Job Assistant Vice President, Business Development Associate The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
U.S. Bank - The Private Client Reserve December 2012 - Present
Groupon July 2012 - December 2012
J.P. Morgan - Private Bank July 2009 - July 2012
J.P. Morgan - Private Bank July 2009 - July 2012
J.P. Morgan - Investment Bank May 2008 - August 2008
University of Michigan Club Baseball Team September 2005 - March 2008
Procter & Gamble August 2007 - August 2007
Skills
Advanced MS Excel & MS..., Strategic Planning, Strategic Financial..., Financial Modeling, Business Modeling, Business Analysis, Project Management, Business Communications, Salesforce.com, CRM Integration, MS Excel Pivot Tables, Sales Management, Sales Operations, Transformational...
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Corporate Strategy & Marketing
Downers Grove South High School 2001 — 2005
U.S. Bank - The Private Client Reserve December 2012 - Present
Groupon July 2012 - December 2012
J.P. Morgan - Private Bank July 2009 - July 2012
J.P. Morgan - Private Bank July 2009 - July 2012
J.P. Morgan - Investment Bank May 2008 - August 2008
University of Michigan Club Baseball Team September 2005 - March 2008
Procter & Gamble August 2007 - August 2007
Skills
Advanced MS Excel & MS..., Strategic Planning, Strategic Financial..., Financial Modeling, Business Modeling, Business Analysis, Project Management, Business Communications, Salesforce.com, CRM Integration, MS Excel Pivot Tables, Sales Management, Sales Operations, Transformational...
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Corporate Strategy & Marketing
Downers Grove South High School 2001 — 2005
Thomas Mains Thomas Mains's J.P. Morgan Private Bank Experience October 2013 - Present
Job Banker Associate at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan Private Bank October 2013 - Present
Tulane University June 2012 - May 2013
SunTrust Robinson Humphrey June 2008 - June 2012
Wachovia Securities Financial Network June 2006 - June 2008
Skills
Capital Markets, Financial Modeling, Valuation, Investment Banking, Trading, Financial Analysis, Investments, Risk Management, Due Diligence, Equities, Series 7, Bloomberg, Microsoft Excel, Portfolio Management, Fixed Income
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master of Finance
Virginia Tech 2001 — 2005
Bachelor of Science, Biology/Chemistry
J.P. Morgan Private Bank October 2013 - Present
Tulane University June 2012 - May 2013
SunTrust Robinson Humphrey June 2008 - June 2012
Wachovia Securities Financial Network June 2006 - June 2008
Skills
Capital Markets, Financial Modeling, Valuation, Investment Banking, Trading, Financial Analysis, Investments, Risk Management, Due Diligence, Equities, Series 7, Bloomberg, Microsoft Excel, Portfolio Management, Fixed Income
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master of Finance
Virginia Tech 2001 — 2005
Bachelor of Science, Biology/Chemistry
Molly Piech Molly Piech's J.P. Morgan Private Bank Experience November 2014 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank November 2014 - Present
William Blair & Company October 2013 - October 2014
UBS October 2002 - September 2013
Lehman Brothers June 2000 - August 2002
Skills
Series 7, Series 63, Series 65, Team Leadership
Education
University of Michigan 1996 — 2000
Bachelor of Arts (BA), Economics
J.P. Morgan Private Bank November 2014 - Present
William Blair & Company October 2013 - October 2014
UBS October 2002 - September 2013
Lehman Brothers June 2000 - August 2002
Skills
Series 7, Series 63, Series 65, Team Leadership
Education
University of Michigan 1996 — 2000
Bachelor of Arts (BA), Economics
Eric Zellweger, CFA Eric Zellweger, CFA's J.P. Morgan Private Bank Experience May 2013 - Present
Job Managing Director at J.P Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Private Bank May 2013 - Present
J.P. Morgan Private Bank January 2011 - April 2013
J.P. Morgan Private Bank January 2005 - December 2010
J.P. Morgan Private Bank July 2001 - January 2005
J.P. Morgan Private Bank July 1998 - July 2001
Skills
Research, Portfolio Management, Investments, Management
Education
University of North Carolina at Chapel Hill 1995 — 1997
BSBA, Business Administration
J.P. Morgan Private Bank May 2013 - Present
J.P. Morgan Private Bank January 2011 - April 2013
J.P. Morgan Private Bank January 2005 - December 2010
J.P. Morgan Private Bank July 2001 - January 2005
J.P. Morgan Private Bank July 1998 - July 2001
Skills
Research, Portfolio Management, Investments, Management
Education
University of North Carolina at Chapel Hill 1995 — 1997
BSBA, Business Administration
Todd Glass Todd Glass's J.P. Morgan Private Bank Experience June 2015 - August 2015
Job Student at University of Pennsylvania The Wharton School
Industry Financial Services
Experience
J.P. Morgan Private Bank June 2015 - August 2015
World Economic Forum August 2011 - July 2014
Houlihan Lokey January 2011 - August 2011
Fulcrum Inquiry LLP July 2009 - December 2010
Lincoln International LLC June 2008 - March 2009
Skills
Financial Analysis, Valuation, Emerging Markets, Finance, Economics, Financial Modeling, Microsoft Excel, Research, Capital Markets, Investments, Financial Services, Project Management, Equities, Litigation Support, Private Equity, PowerPoint, Business Strategy, Financial Regulation, Economic Development, Financial Advisory, Strategy, Due Diligence, Analysis, Management
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Finance, General
University of California, Los Angeles 2005 — 2009
BA, History and Political Science (Concentration in International Relations)
Cambridge University
J.P. Morgan Private Bank June 2015 - August 2015
World Economic Forum August 2011 - July 2014
Houlihan Lokey January 2011 - August 2011
Fulcrum Inquiry LLP July 2009 - December 2010
Lincoln International LLC June 2008 - March 2009
Skills
Financial Analysis, Valuation, Emerging Markets, Finance, Economics, Financial Modeling, Microsoft Excel, Research, Capital Markets, Investments, Financial Services, Project Management, Equities, Litigation Support, Private Equity, PowerPoint, Business Strategy, Financial Regulation, Economic Development, Financial Advisory, Strategy, Due Diligence, Analysis, Management
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Finance, General
University of California, Los Angeles 2005 — 2009
BA, History and Political Science (Concentration in International Relations)
Cambridge University
Bill Spaulding Bill Spaulding's J.P. Morgan Private Bank Experience June 2014 - Present
Job Vice President at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank June 2014 - Present
Education
Graduate School of Banking at the University of Wisconsin - Madison
University of Cincinnati 1993 — 1998
Bachelor of Business Administration, Marketing and Management
J.P. Morgan Private Bank June 2014 - Present
Education
Graduate School of Banking at the University of Wisconsin - Madison
University of Cincinnati 1993 — 1998
Bachelor of Business Administration, Marketing and Management
Jesse Rosenblum Jesse Rosenblum's J.P. Morgan Private Bank Experience February 2015 - Present
Job Vice President Global Investment Strategy
Industry Investment Management
Experience
J.P. Morgan Private Bank February 2015 - Present
J.P. Morgan Private Bank July 2011 - January 2015
J.P. Morgan Private Bank January 2010 - June 2011
J.P. Morgan Private Bank July 2008 - December 2009
J.P. Morgan Private Bank 2007 - 2007
St. Martin's Press 2006 - 2006
Infinite Energy, Inc. 2005 - 2006
Education
University of Florida - Warrington College of Business Administration 2007 — 2008
Masters in Finance, Finance
University of Florida - Warrington College of Business Administration 2004 — 2007
Bachelor of Science, Finance
J.P. Morgan Private Bank February 2015 - Present
J.P. Morgan Private Bank July 2011 - January 2015
J.P. Morgan Private Bank January 2010 - June 2011
J.P. Morgan Private Bank July 2008 - December 2009
J.P. Morgan Private Bank 2007 - 2007
St. Martin's Press 2006 - 2006
Infinite Energy, Inc. 2005 - 2006
Education
University of Florida - Warrington College of Business Administration 2007 — 2008
Masters in Finance, Finance
University of Florida - Warrington College of Business Administration 2004 — 2007
Bachelor of Science, Finance
James Meintjes, CFA James Meintjes, CFA's J.P. Morgan Private Bank Experience 2012 - Present
Job Banker JP Morgan Private Bank
Industry Investment Management
Experience
JP Morgan Private Bank 2012 - Present
JP Morgan April 2010 - September 2012
Countrywide Bank May 2006 - September 2008
Guaranty Bank 2005 - 2006
Guaranty Bank 2002 - 2005
Guaranty Bank 2001 - 2002
Guaranty Bank 1995 - 2001
Bank United 1994 - 1995
Comerica Bank - Texas 1992 - 1994
Comerica Bank - Texas 1990 - 1992
Education
Stonier Graduate School of Banking 2001 — 2003
Banking
Southern Methodist University - Cox School of Business 1996 — 1999
MBA, Finance
Arizona State University
Bachelor of Science, Finance/Accounting/Business
International School of Brussels 1983 — 1985
JP Morgan Private Bank 2012 - Present
JP Morgan April 2010 - September 2012
Countrywide Bank May 2006 - September 2008
Guaranty Bank 2005 - 2006
Guaranty Bank 2002 - 2005
Guaranty Bank 2001 - 2002
Guaranty Bank 1995 - 2001
Bank United 1994 - 1995
Comerica Bank - Texas 1992 - 1994
Comerica Bank - Texas 1990 - 1992
Education
Stonier Graduate School of Banking 2001 — 2003
Banking
Southern Methodist University - Cox School of Business 1996 — 1999
MBA, Finance
Arizona State University
Bachelor of Science, Finance/Accounting/Business
International School of Brussels 1983 — 1985
Beth A. Rossi Beth A. Rossi's J.P. Morgan Private Bank Experience March 2014 - July 2014
Job Portfolio Management Risk and Oversight
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
JP Morgan Private Bank March 2014 - July 2014
Centurion Asset Management, LLC October 2009 - March 2014
Morgan Stanley February 2005 - October 2009
Education
California University of Pennsylvania 1999 — 2002
Bachelor of Arts, Social Science
Morgan Stanley October 2014 - Present
JP Morgan Private Bank March 2014 - July 2014
Centurion Asset Management, LLC October 2009 - March 2014
Morgan Stanley February 2005 - October 2009
Education
California University of Pennsylvania 1999 — 2002
Bachelor of Arts, Social Science
Timothy Collins, Jr. Timothy Collins, Jr.'s J.P. Morgan Private Bank Experience 2009 - Present
Job Senior Private Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank 2009 - Present
Encima Global 2008 - December 2009
Hayground Cove Asset Management 2007 - 2008
Bear Stearns 2000 - 2007
Schroders 1987 - 2000
Skills
Institutional..., High Net Worth..., Banking, Strategic Financial..., Corporate Development, Equity Derivatives, Management Consulting, Business Planning, Fund Of Funds, ETFs, CRM, Wealth Management..., Executive Management, Insurance, Underwriting, Leadership, Analysis, Project Management, Trading Systems, Commodity
Education
University of Colorado Boulder - Leeds School of Business
BS Finance, Finance, Economics, English
J.P. Morgan Private Bank 2009 - Present
Encima Global 2008 - December 2009
Hayground Cove Asset Management 2007 - 2008
Bear Stearns 2000 - 2007
Schroders 1987 - 2000
Skills
Institutional..., High Net Worth..., Banking, Strategic Financial..., Corporate Development, Equity Derivatives, Management Consulting, Business Planning, Fund Of Funds, ETFs, CRM, Wealth Management..., Executive Management, Insurance, Underwriting, Leadership, Analysis, Project Management, Trading Systems, Commodity
Education
University of Colorado Boulder - Leeds School of Business
BS Finance, Finance, Economics, English
Itai Biederman's J.P. Morgan Private Bank Experience 1999 - 2001
Job International Business Development/Sales Executive
Industry Renewables & Environment
Experience
Private Investment & Consulting 2013 - Present
UGE July 2014 - July 2015
Gota Water S.A. 2010 - 2012
Standard Chartered Bank 2010 - 2011
UBS AG 2006 - 2010
Citigroup Private Bank 2004 - 2006
JP Morgan Private Bank 1999 - 2001
Skills
Investments, Portfolio Management, Business Development, Entrepreneurship, Private Equity, Wealth Management, Leadership, Start-ups, Negotiation, Strategy, Executive Management, Sales, Spanish, Relationship Management, Renewable Energy, Latin America, Venture Capital, Account Management, International Business, Private Banking, Investor Relations, Alternative Investments, Real Estate, Corporate Social..., Banking, Financial Advisory, Key Account Management, Capital Markets, Emerging Markets, Wealth Management..., Due Diligence, Hedge Funds, Investment Advisory, Asset Management, Financial Markets, Asset Allocation, Strategic Financial..., Equities, Investment Strategies, CRM, Client Acquisition, Management, Cross-functional Team..., Business Strategy
Education
Thunderbird School of Global Management 2002 — 2004
MIM, Masters in International Management, Global Finance
Fordham University - Graduate School of Business Administration 2002 — 2004
MBA, Finance
University of Michigan
BA, Psychology, Pre-Med
Tel Aviv University
Brookline High School
Private Investment & Consulting 2013 - Present
UGE July 2014 - July 2015
Gota Water S.A. 2010 - 2012
Standard Chartered Bank 2010 - 2011
UBS AG 2006 - 2010
Citigroup Private Bank 2004 - 2006
JP Morgan Private Bank 1999 - 2001
Skills
Investments, Portfolio Management, Business Development, Entrepreneurship, Private Equity, Wealth Management, Leadership, Start-ups, Negotiation, Strategy, Executive Management, Sales, Spanish, Relationship Management, Renewable Energy, Latin America, Venture Capital, Account Management, International Business, Private Banking, Investor Relations, Alternative Investments, Real Estate, Corporate Social..., Banking, Financial Advisory, Key Account Management, Capital Markets, Emerging Markets, Wealth Management..., Due Diligence, Hedge Funds, Investment Advisory, Asset Management, Financial Markets, Asset Allocation, Strategic Financial..., Equities, Investment Strategies, CRM, Client Acquisition, Management, Cross-functional Team..., Business Strategy
Education
Thunderbird School of Global Management 2002 — 2004
MIM, Masters in International Management, Global Finance
Fordham University - Graduate School of Business Administration 2002 — 2004
MBA, Finance
University of Michigan
BA, Psychology, Pre-Med
Tel Aviv University
Brookline High School
Giovanni Roldan's J.P. Morgan Private Bank Experience January 2011 - October 2012
Job Private Banker Associate at BNY Mellon
Industry Banking
Experience
BNY Mellon May 2013 - Present
Morgan Stanley Private Wealth Management October 2012 - April 2013
J.P. Morgan Private Bank January 2011 - October 2012
J.P. Morgan Chase June 2008 - December 2010
Skills
Financial Services, Wealth Management, Banking, Wealth Management..., Portfolio Management, Private Banking, Client Services, Credit, Structured Finance, Investment Management, Hedge Funds, Finance, Securities, Asset Management
Education
University of Illinois at Urbana-Champaign
Economics
BNY Mellon May 2013 - Present
Morgan Stanley Private Wealth Management October 2012 - April 2013
J.P. Morgan Private Bank January 2011 - October 2012
J.P. Morgan Chase June 2008 - December 2010
Skills
Financial Services, Wealth Management, Banking, Wealth Management..., Portfolio Management, Private Banking, Client Services, Credit, Structured Finance, Investment Management, Hedge Funds, Finance, Securities, Asset Management
Education
University of Illinois at Urbana-Champaign
Economics
Susannah Schaffer Susannah Schaffer's J.P. Morgan Private Bank Experience June 2012 - September 2014
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management October 2014 - June 2015
J.P. Morgan Private Bank June 2012 - September 2014
Growth Capital Network September 2011 - April 2012
J.P. Morgan Private Bank June 2011 - August 2011
Navara Foundation January 2009 - May 2011
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA, Finance, Accounting
University of Michigan 2008 — 2011
Bachelor of Business Administration, Minor in Environmental Studies
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan Asset Management October 2014 - June 2015
J.P. Morgan Private Bank June 2012 - September 2014
Growth Capital Network September 2011 - April 2012
J.P. Morgan Private Bank June 2011 - August 2011
Navara Foundation January 2009 - May 2011
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA, Finance, Accounting
University of Michigan 2008 — 2011
Bachelor of Business Administration, Minor in Environmental Studies
Adam Kietz's J.P. Morgan Private Bank Experience July 2014 - Present
Job Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank July 2014 - Present
J.P. Morgan Private Bank June 2011 - July 2014
J.P. Morgan June 2010 - August 2010
Christine C. Quinn Campaign July 2009 - August 2009
Prosky and Rosenfeld, LLC May 2009 - August 2009
Sports to Support August 2007 - June 2009
Skills
Series 7, Series 63, Wealth Management, Estate Planning, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Golf, Michigan Sports, Investments, Fixed Income, PowerPoint, Strategy, Portfolio Management, Analysis, Financial Modeling, Finance, Bloomberg, Equities
Education
University of Michigan 2008 — 2011
BBA, Business
University of Michigan - Stephen M. Ross School of Business 2008 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
J.P. Morgan Private Bank July 2014 - Present
J.P. Morgan Private Bank June 2011 - July 2014
J.P. Morgan June 2010 - August 2010
Christine C. Quinn Campaign July 2009 - August 2009
Prosky and Rosenfeld, LLC May 2009 - August 2009
Sports to Support August 2007 - June 2009
Skills
Series 7, Series 63, Wealth Management, Estate Planning, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Golf, Michigan Sports, Investments, Fixed Income, PowerPoint, Strategy, Portfolio Management, Analysis, Financial Modeling, Finance, Bloomberg, Equities
Education
University of Michigan 2008 — 2011
BBA, Business
University of Michigan - Stephen M. Ross School of Business 2008 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Christina F. Copeland's J.P. Morgan Private Bank Experience June 1999 - September 2003
Job Senior Portfolio Manager
Industry Investment Management
Experience
Conservest Capital Advisors, Inc. January 2012 - Present
Conservest Capital Advisors, Inc. September 2003 - Present
JP Morgan Private Bank June 1999 - September 2003
Education
Drexel University
Master of Science, Finance
Drexel University
Bachelor of Science, Finance and Economics
Conservest Capital Advisors, Inc. January 2012 - Present
Conservest Capital Advisors, Inc. September 2003 - Present
JP Morgan Private Bank June 1999 - September 2003
Education
Drexel University
Master of Science, Finance
Drexel University
Bachelor of Science, Finance and Economics
Isabelle Hastings's J.P. Morgan Private Bank Experience May 2014 - January 2015
Job Risk Advisor Intern at Ernst & Young
Industry Financial Services
Experience
EY June 2015 - August 2015
J.P. Morgan Private Bank May 2014 - January 2015
University of Delaware February 2014 - September 2014
Lewisboro Town Pool June 2012 - 2013
O'sullivan School of Irish Dancing 2011 - 2012
Skills
Knowledge of Microsoft..., Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, HTML, Outlook, Strategic Planning, English, Windows, Research, Negotiation, Advertising, Public Speaking, Teamwork
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2016
Bachelor of Science (B.S.), Finance, 3.9
University of Delaware - Lerner College of Business and Economics
EY June 2015 - August 2015
J.P. Morgan Private Bank May 2014 - January 2015
University of Delaware February 2014 - September 2014
Lewisboro Town Pool June 2012 - 2013
O'sullivan School of Irish Dancing 2011 - 2012
Skills
Knowledge of Microsoft..., Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, HTML, Outlook, Strategic Planning, English, Windows, Research, Negotiation, Advertising, Public Speaking, Teamwork
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2016
Bachelor of Science (B.S.), Finance, 3.9
University of Delaware - Lerner College of Business and Economics
Bob Diehl, CFA Bob Diehl, CFA's J.P. Morgan Private Bank Experience July 2013 - Present
Job Investment Specialist at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank July 2013 - Present
J.P. Morgan Private Bank July 2010 - July 2013
J.P. Morgan Private Bank May 2009 - August 2009
Donnelly Penman & Partners May 2008 - August 2008
Wayne County June 2007 - August 2007
Education
Stephen M. Ross School of Business 2006 — 2010
BBA, Concentration in Finance and Accounting
University of Michigan
J.P. Morgan Private Bank July 2013 - Present
J.P. Morgan Private Bank July 2010 - July 2013
J.P. Morgan Private Bank May 2009 - August 2009
Donnelly Penman & Partners May 2008 - August 2008
Wayne County June 2007 - August 2007
Education
Stephen M. Ross School of Business 2006 — 2010
BBA, Concentration in Finance and Accounting
University of Michigan
Daniel Fetner's J.P. Morgan Private Bank Experience July 2010 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank July 2010 - Present
Cushman & Wakefield June 2009 - August 2009
G4 Capital Partners LLC - Real Estate Private Equity June 2007 - August 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Bloomberg, Due Diligence, Investment Banking, Fixed Income, Investments, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2010
Business, Finance & Accounting, Concentration GPA: 3.84
J.P. Morgan Private Bank July 2010 - Present
Cushman & Wakefield June 2009 - August 2009
G4 Capital Partners LLC - Real Estate Private Equity June 2007 - August 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Bloomberg, Due Diligence, Investment Banking, Fixed Income, Investments, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2010
Business, Finance & Accounting, Concentration GPA: 3.84
Nihada Razic's J.P. Morgan Private Bank Experience May 2012 - October 2014
Job Investment Assistant at J.P. Morgan Private Bank
Industry Financial Services
Experience
Cobra Motors November 2014 - Present
J.P. Morgan Private Bank May 2012 - October 2014
J.P. Morgan December 2010 - May 2012
J.P. Morgan May 2007 - December 2010
Skills
Private Banking, Trusts, Investment Management, Wealth Management..., Securities License, Series 7, Series 66, Brokerage Trading, Client Service Oriented, Bloomberg, Uniform Combined State...
Education
University of Louisville 2003 — 2007
B.S.B.A., Finance & International Business
Atherton High School 1998 — 2001
Cobra Motors November 2014 - Present
J.P. Morgan Private Bank May 2012 - October 2014
J.P. Morgan December 2010 - May 2012
J.P. Morgan May 2007 - December 2010
Skills
Private Banking, Trusts, Investment Management, Wealth Management..., Securities License, Series 7, Series 66, Brokerage Trading, Client Service Oriented, Bloomberg, Uniform Combined State...
Education
University of Louisville 2003 — 2007
B.S.B.A., Finance & International Business
Atherton High School 1998 — 2001
Diego Suarez's J.P. Morgan Private Bank Experience January 2014 - Present
Job Associate, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank January 2014 - Present
Morgan Stanley Wealth Management December 2012 - January 2014
UBS July 2010 - May 2012
Park Street Advisors Consulting September 2009 - December 2009
Gibraltar Private Bank & Trust June 2009 - August 2009
Morgan Stanley Smith Barney February 2009 - May 2009
Skills
Business Analysis, Project Management, Valuation, Strategic Analysis, Corporate Strategy, Microsoft Excel, Research, Management Consulting, Financial Analysis
Education
University of Miami
BBA, Finance
J.P. Morgan Private Bank January 2014 - Present
Morgan Stanley Wealth Management December 2012 - January 2014
UBS July 2010 - May 2012
Park Street Advisors Consulting September 2009 - December 2009
Gibraltar Private Bank & Trust June 2009 - August 2009
Morgan Stanley Smith Barney February 2009 - May 2009
Skills
Business Analysis, Project Management, Valuation, Strategic Analysis, Corporate Strategy, Microsoft Excel, Research, Management Consulting, Financial Analysis
Education
University of Miami
BBA, Finance
Kevin Abels, CFA Kevin Abels, CFA's J.P. Morgan Private Bank Experience July 2014 - October 2014
Job Senior Analyst M&A and Financial Strategy at Alliance Data
Industry Financial Services
Experience
Alliance Data card services November 2014 - Present
J.P. Morgan Private Bank July 2014 - October 2014
J.P. Morgan Private Bank July 2011 - July 2014
Global Platinum Securities, LLC August 2009 - May 2011
The Davis Center for Portfolio Managment December 2007 - May 2011
J.P. Morgan Private Bank June 2010 - August 2010
Skills
Investments, Bloomberg, Investment Strategies, Private Banking, Equity Research, Mutual Funds, Equities, Estate Planning, Alternative Investments, Series 7, Financial Modeling, Portfolio Management
Education
University of Dayton 2007 — 2011
B.S., Finance, Entrepreneurship
Alliance Data card services November 2014 - Present
J.P. Morgan Private Bank July 2014 - October 2014
J.P. Morgan Private Bank July 2011 - July 2014
Global Platinum Securities, LLC August 2009 - May 2011
The Davis Center for Portfolio Managment December 2007 - May 2011
J.P. Morgan Private Bank June 2010 - August 2010
Skills
Investments, Bloomberg, Investment Strategies, Private Banking, Equity Research, Mutual Funds, Equities, Estate Planning, Alternative Investments, Series 7, Financial Modeling, Portfolio Management
Education
University of Dayton 2007 — 2011
B.S., Finance, Entrepreneurship
Cecilia Leung, CPA Cecilia Leung, CPA's J.P. Morgan Private Bank Experience January 2010 - July 2013
Job Experienced Professional in Finance and Accounting
Industry Financial Services
Experience
Fora Financial September 2015 - Present
Jefferies & Company July 2013 - August 2015
J.P. Morgan Private Bank January 2010 - July 2013
RBC Capital Markets 2008 - 2010
PwC 2006 - 2008
Ernst & Young 2005 - 2006
State Street Bank & Trust Co. (formerly Investors Bank & Trust) 2003 - 2005
Skills
Series 7, Auditing, Hedge Funds, Financial Reporting, Accounting, Financial Analysis, Due Diligence, Financial Planning, Financial Accounting, Private Equity, Investments, Mutual Funds, Compliance, Risk Management, Internal Controls, IFRS, Audit, Banking, Cash Management, Budgeting, Forecasting, Equities, Asset Management, Financial Risk, Portfolio Management
Education
New York Institute of Finance
Certificate in Accounting for Derivatives and Hedging
University of California, Berkeley 2004 — 2005
International Post-Graduate Program in Global Business Management
University of Toronto - Rotman School of Management 1999 — 2003
Bachelor of Commerce, Finance and Economics
Royal Conservatory of Music
Piano Performance Associateship Diploma (A.R.C.T.) with Honors
Fora Financial September 2015 - Present
Jefferies & Company July 2013 - August 2015
J.P. Morgan Private Bank January 2010 - July 2013
RBC Capital Markets 2008 - 2010
PwC 2006 - 2008
Ernst & Young 2005 - 2006
State Street Bank & Trust Co. (formerly Investors Bank & Trust) 2003 - 2005
Skills
Series 7, Auditing, Hedge Funds, Financial Reporting, Accounting, Financial Analysis, Due Diligence, Financial Planning, Financial Accounting, Private Equity, Investments, Mutual Funds, Compliance, Risk Management, Internal Controls, IFRS, Audit, Banking, Cash Management, Budgeting, Forecasting, Equities, Asset Management, Financial Risk, Portfolio Management
Education
New York Institute of Finance
Certificate in Accounting for Derivatives and Hedging
University of California, Berkeley 2004 — 2005
International Post-Graduate Program in Global Business Management
University of Toronto - Rotman School of Management 1999 — 2003
Bachelor of Commerce, Finance and Economics
Royal Conservatory of Music
Piano Performance Associateship Diploma (A.R.C.T.) with Honors
Asher Joseph Asher Joseph's J.P. Morgan Private Bank Experience March 2009 - Present
Job Executive Director at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank March 2009 - Present
J.P. Morgan Investment Bank January 2006 - March 2009
J.P. Morgan Investment Bank July 2005 - December 2005
Credit Suisse July 2004 - August 2004
Skills
Foreign Exchange Risk..., Commodity Markets, Options Strategies, Emerging Markets, Structured Products, Commodity, Trading, Hedging, Derivatives, Fixed Income, Swaps, Banking
Education
Bristol University 2001 — 2005
Masters of Engineering, Computer Engineering
David Game College 2000 — 2001
A Levels, Physics, Additional Mathematics
Sir Arthur Lewis Community College 1998 — 2000
A Levels, Mathematics, Geography, Biology
J.P. Morgan Private Bank March 2009 - Present
J.P. Morgan Investment Bank January 2006 - March 2009
J.P. Morgan Investment Bank July 2005 - December 2005
Credit Suisse July 2004 - August 2004
Skills
Foreign Exchange Risk..., Commodity Markets, Options Strategies, Emerging Markets, Structured Products, Commodity, Trading, Hedging, Derivatives, Fixed Income, Swaps, Banking
Education
Bristol University 2001 — 2005
Masters of Engineering, Computer Engineering
David Game College 2000 — 2001
A Levels, Physics, Additional Mathematics
Sir Arthur Lewis Community College 1998 — 2000
A Levels, Mathematics, Geography, Biology
Justin Killion's J.P. Morgan Private Bank Experience May 2008 - August 2008
Job Manager PwC
Industry Investment Management
Experience
PwC September 2012 - Present
Grosvenor Capital Management August 2009 - September 2012
J.P. Morgan Private Bank May 2008 - August 2008
Russell Investments June 2007 - August 2007
Skills
Equities, Structured Products, Alternative Investments, Hedge Funds, Bloomberg, Private Equity, Valuation, Capital Markets, Financial Modeling, Derivatives, Asset Managment, Fund Of Funds, Securities, Investments, Portfolio Management, Due Diligence, Corporate Finance, Fixed Income, Equity Research, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor of Business Administration - High Distinction, Dual Concentrations, Finance and Accounting, Cumulative GPA: 3.8/4.0, Concentration GPA: 3.9/4.0
Passed Level II of the CFA Program
SJJ
PwC September 2012 - Present
Grosvenor Capital Management August 2009 - September 2012
J.P. Morgan Private Bank May 2008 - August 2008
Russell Investments June 2007 - August 2007
Skills
Equities, Structured Products, Alternative Investments, Hedge Funds, Bloomberg, Private Equity, Valuation, Capital Markets, Financial Modeling, Derivatives, Asset Managment, Fund Of Funds, Securities, Investments, Portfolio Management, Due Diligence, Corporate Finance, Fixed Income, Equity Research, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor of Business Administration - High Distinction, Dual Concentrations, Finance and Accounting, Cumulative GPA: 3.8/4.0, Concentration GPA: 3.9/4.0
Passed Level II of the CFA Program
SJJ
Veronica Mendiola Veronica Mendiola's J.P. Morgan Private Bank Experience 2012 - 2014
Job Investor Relations at Ares Management
Industry Financial Services
Experience
Ares Management 2014 - Present
J.P. Morgan - Private Bank 2012 - 2014
Lead Edge Capital 2011 - 2011
Barclays Capital - Investment Bank 2008 - 2010
Lehman Brothers - Investment Bank 2005 - 2008
Skills
Wealth Management, Investor Relations, Equity Capital Markets, Investment Banking, Capital Markets, Equities, Private Equity, Hedge Funds, Investments, Emerging Markets, Alternative Investments, Fundraising, Marketing, Valuation
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA)
Williams College 2001 — 2005
Bachelor of Arts (B.A.), Political Science and English
Carrollton School of the Sacred Heart
Ares Management 2014 - Present
J.P. Morgan - Private Bank 2012 - 2014
Lead Edge Capital 2011 - 2011
Barclays Capital - Investment Bank 2008 - 2010
Lehman Brothers - Investment Bank 2005 - 2008
Skills
Wealth Management, Investor Relations, Equity Capital Markets, Investment Banking, Capital Markets, Equities, Private Equity, Hedge Funds, Investments, Emerging Markets, Alternative Investments, Fundraising, Marketing, Valuation
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA)
Williams College 2001 — 2005
Bachelor of Arts (B.A.), Political Science and English
Carrollton School of the Sacred Heart
David Perretz David Perretz's J.P. Morgan Private Bank Experience Summer AssociateJ.P. Morgan Private BankJune 2014 - August 2014
Job Banker Associate at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank Summer AssociateJ.P. Morgan Private BankJune 2014 - August 2014
UNC Kenan-Flagler June 2013 - July 2013
4th Brigade, 82nd Airborne Division May 2012 - July 2013
U.S. Army Airborne School March 2010 - March 2011
1st Battalion, 506th Infantry 2007 - 2009
Skills
Communication, Cross Functional Team..., Strategic Planning, Leadership Development, Organizational..., Concept Development, Project Management, PowerPoint, Skydiving, Travel Planning, Cross-functional Team..., International Relations, Military, Army, Afghanistan, Leadership, Training, Military Operations, Combat, Command
Education
UNC Kenan-Flagler Business School 2013 — 2015
MBA Candidate, Investments and Capital Markets
University of Virginia 2002 — 2006
Bachelor's of Arts, International Relations and Affairs
JR Tucker High School 1998 — 2002
J.P. Morgan Private Bank Summer AssociateJ.P. Morgan Private BankJune 2014 - August 2014
UNC Kenan-Flagler June 2013 - July 2013
4th Brigade, 82nd Airborne Division May 2012 - July 2013
U.S. Army Airborne School March 2010 - March 2011
1st Battalion, 506th Infantry 2007 - 2009
Skills
Communication, Cross Functional Team..., Strategic Planning, Leadership Development, Organizational..., Concept Development, Project Management, PowerPoint, Skydiving, Travel Planning, Cross-functional Team..., International Relations, Military, Army, Afghanistan, Leadership, Training, Military Operations, Combat, Command
Education
UNC Kenan-Flagler Business School 2013 — 2015
MBA Candidate, Investments and Capital Markets
University of Virginia 2002 — 2006
Bachelor's of Arts, International Relations and Affairs
JR Tucker High School 1998 — 2002
Anthony Watson, CFA's J.P. Morgan Private Bank Experience 2009 - 2012
Job Chief Investment Officer at Portfolio Solutions, LLC
Industry Financial Services
Experience
Portfolio Solutions, LLC 2012 - Present
J.P. Morgan Private Bank 2009 - 2012
ArvinMeritor 2006 - 2009
Charter One Bank 2004 - 2005
National City Bank 2001 - 2004
Old Kent Bank 1999 - 2001
Old Kent Bank 1997 - 1999
Skills
Finance, Portfolio Management, Investments, Strategic Financial..., Financial Analysis, Loans, Financial Planning, Credit, Business Development, Financial Modeling, Financial Risk, Strategic Leadership, Team Leadership, Equities
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and Investments
Walsh College
BBA, Finance
Portfolio Solutions, LLC 2012 - Present
J.P. Morgan Private Bank 2009 - 2012
ArvinMeritor 2006 - 2009
Charter One Bank 2004 - 2005
National City Bank 2001 - 2004
Old Kent Bank 1999 - 2001
Old Kent Bank 1997 - 1999
Skills
Finance, Portfolio Management, Investments, Strategic Financial..., Financial Analysis, Loans, Financial Planning, Credit, Business Development, Financial Modeling, Financial Risk, Strategic Leadership, Team Leadership, Equities
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and Investments
Walsh College
BBA, Finance
Jill Schildkraut-Katz Jill Schildkraut-Katz's J.P. Morgan Private Bank Experience March 2010 - Present
Job Managing Director at JP Morgan Private Bank
Industry Investment Banking
Experience
J.P. Morgan Private Bank March 2010 - Present
Golden Seeds February 2010 - Present
Merrill Lynch February 2008 - October 2009
Merrill Lynch February 1997 - February 2008
Merrill Lynch January 1996 - January 1997
The Chase Manhattan Bank January 1993 - January 1996
Irving Trust/The Bank of New York August 1988 - July 1991
Skills
Investment Banking
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MASTER OF BUSINESS ADMINISTRATION, Finance Major
University of Michigan 1984 — 1988
BACHELOR, BUSINESS ADMINISTRATION
Great Neck North
J.P. Morgan Private Bank March 2010 - Present
Golden Seeds February 2010 - Present
Merrill Lynch February 2008 - October 2009
Merrill Lynch February 1997 - February 2008
Merrill Lynch January 1996 - January 1997
The Chase Manhattan Bank January 1993 - January 1996
Irving Trust/The Bank of New York August 1988 - July 1991
Skills
Investment Banking
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MASTER OF BUSINESS ADMINISTRATION, Finance Major
University of Michigan 1984 — 1988
BACHELOR, BUSINESS ADMINISTRATION
Great Neck North
Lindsay A. Cressy Lindsay A. Cressy's J.P. Morgan Private Bank Experience February 2013 - Present
Job Private Bank at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank February 2013 - Present
J.P. Morgan Private Bank September 2011 - February 2013
Goldman Sachs July 2005 - July 2008
Skills
Equities, Capital Markets, Portfolio Management, Corporate Finance, Financial Modeling, Business Development
Education
University of Virginia Darden School of Business 2009 — 2011
MBA, Finance
University of Richmond - Robins School of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration, Finance
J.P. Morgan Private Bank February 2013 - Present
J.P. Morgan Private Bank September 2011 - February 2013
Goldman Sachs July 2005 - July 2008
Skills
Equities, Capital Markets, Portfolio Management, Corporate Finance, Financial Modeling, Business Development
Education
University of Virginia Darden School of Business 2009 — 2011
MBA, Finance
University of Richmond - Robins School of Business 2001 — 2005
Bachelor of Science (B.S.), Business Administration, Finance
Robert Wynn, CFA Robert Wynn, CFA's J.P. Morgan Private Bank Experience September 2011 - April 2013
Job Portfolio Manager at Asset Advisors Corporation
Industry Investment Management
Experience
Asset Advisors Corporation April 2013 - Present
J.P. Morgan Private Bank September 2011 - April 2013
U.S. Navy May 2004 - August 2009
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance and Accounting
United States Naval Academy 2000 — 2004
Bachelor of Science, Political Science
Asset Advisors Corporation April 2013 - Present
J.P. Morgan Private Bank September 2011 - April 2013
U.S. Navy May 2004 - August 2009
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance and Accounting
United States Naval Academy 2000 — 2004
Bachelor of Science, Political Science
Alex Murray Alex Murray's J.P. Morgan Private Bank Experience 2008 - May 2012
Job Account Manager at PIMCO
Industry Investment Management
Experience
PIMCO April 2012 - Present
J.P. Morgan Private Bank 2008 - May 2012
Kenan-Flagler Business School at UNC Chapel Hill August 2006 - May 2008
NATO - US Navy (Naples, Italy) May 2000 - June 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA
United States Naval Academy 1996 — 2000
BS, Economics
PIMCO April 2012 - Present
J.P. Morgan Private Bank 2008 - May 2012
Kenan-Flagler Business School at UNC Chapel Hill August 2006 - May 2008
NATO - US Navy (Naples, Italy) May 2000 - June 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA
United States Naval Academy 1996 — 2000
BS, Economics
Matthew Teich, CFA, CFP® Matthew Teich, CFA, CFP®'s J.P. Morgan Private Bank Experience March 2015 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank March 2015 - Present
Bessemer Trust May 2014 - March 2015
Bernstein Global Wealth Management January 2012 - May 2014
Bernstein Global Wealth Management July 2009 - January 2012
Bernstein Global Wealth Management July 2007 - June 2009
Bernstein Global Wealth Management June 2004 - June 2007
Skills
Wealth Management, Investment Strategies, Investments, Asset Management, Investment Management, Certified Financial..., Wealth Management..., Retirement, Financial Advisory, Mutual Funds, Personal Finance, Asset Allocation, Equities, Investment Advisory, Series 63, Series 7, Strategic Financial..., Retirement Planning
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics
Bishop McGuinness High School 1993 — 1997
J.P. Morgan Private Bank March 2015 - Present
Bessemer Trust May 2014 - March 2015
Bernstein Global Wealth Management January 2012 - May 2014
Bernstein Global Wealth Management July 2009 - January 2012
Bernstein Global Wealth Management July 2007 - June 2009
Bernstein Global Wealth Management June 2004 - June 2007
Skills
Wealth Management, Investment Strategies, Investments, Asset Management, Investment Management, Certified Financial..., Wealth Management..., Retirement, Financial Advisory, Mutual Funds, Personal Finance, Asset Allocation, Equities, Investment Advisory, Series 63, Series 7, Strategic Financial..., Retirement Planning
Education
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics
Bishop McGuinness High School 1993 — 1997
Melody Clancy Melody Clancy's J.P. Morgan Private Bank Experience July 2004 - June 2005
Job Financial Services Professional
Industry Financial Services
Experience
BBR Partners February 2015 - Present
Lehman Brothers May 2006 - December 2006
EnTrust Capital July 2005 - May 2006
JP Morgan Private Bank July 2004 - June 2005
J.P. Morgan Private Bank May 2000 - October 2003
Skills
Equities, Hedge Funds, Investments, Trading, Bonds, Financial Services, Mutual Funds, Business Analysis, Options, Accounting, Fixed Income, Portfolio Management, Customer Service, Alternative Investments, Risk Management, Banking
Education
Andrews University 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
BBR Partners February 2015 - Present
Lehman Brothers May 2006 - December 2006
EnTrust Capital July 2005 - May 2006
JP Morgan Private Bank July 2004 - June 2005
J.P. Morgan Private Bank May 2000 - October 2003
Skills
Equities, Hedge Funds, Investments, Trading, Bonds, Financial Services, Mutual Funds, Business Analysis, Options, Accounting, Fixed Income, Portfolio Management, Customer Service, Alternative Investments, Risk Management, Banking
Education
Andrews University 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
Jason Schild Jason Schild's J.P. Morgan Private Bank Experience July 2010 - Present
Job J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank July 2010 - Present
Chase November 2006 - July 2010
Chase May 2004 - November 2006
Cintas September 2002 - December 2003
Skills
Microsoft Office, Direct Sales, Sales Management, Financial Analysis, Secured Lending, Consumer Lending, Small Business Lending, Credit, Private Banking, Commercial Lending, Secured Financing, Sales, Investments, Risk Management, Loans, Credit Analysis, Banking, Finance
Education
University of Denver - Daniels College of Business 2008 — 2011
MBA, Finance
University of Colorado at Boulder 1997 — 2001
B.A., Anthropology
J.P. Morgan Private Bank July 2010 - Present
Chase November 2006 - July 2010
Chase May 2004 - November 2006
Cintas September 2002 - December 2003
Skills
Microsoft Office, Direct Sales, Sales Management, Financial Analysis, Secured Lending, Consumer Lending, Small Business Lending, Credit, Private Banking, Commercial Lending, Secured Financing, Sales, Investments, Risk Management, Loans, Credit Analysis, Banking, Finance
Education
University of Denver - Daniels College of Business 2008 — 2011
MBA, Finance
University of Colorado at Boulder 1997 — 2001
B.A., Anthropology
Allen Injijian Allen Injijian's J.P. Morgan Private Bank Experience September 2013 - Present
Job Banker Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank September 2013 - Present
U.S. Trust February 2012 - September 2013
U.S. Department of Justice May 2009 - August 2009
Skills
Personal Financial..., Wealth Management, Estate Planning, Private Banking, Investment Management, Wealth Preservation..., Executive Compensation..., Multi-generational..., Banking Services, Trust Services, Philanthropy, Series 7, Series 63
Education
Washington University in St. Louis School of Law 2010 — 2011
LL.M, Tax
Washington University in St. Louis School of Law 2007 — 2010
J.D.
University of Southern California 2003 — 2007
B.A.
J.P. Morgan Private Bank September 2013 - Present
U.S. Trust February 2012 - September 2013
U.S. Department of Justice May 2009 - August 2009
Skills
Personal Financial..., Wealth Management, Estate Planning, Private Banking, Investment Management, Wealth Preservation..., Executive Compensation..., Multi-generational..., Banking Services, Trust Services, Philanthropy, Series 7, Series 63
Education
Washington University in St. Louis School of Law 2010 — 2011
LL.M, Tax
Washington University in St. Louis School of Law 2007 — 2010
J.D.
University of Southern California 2003 — 2007
B.A.
Femi Oguntokun Macaulay Femi Oguntokun Macaulay's J.P. Morgan Private Bank Experience April 2015 - Present
Job Global Head of Client Engagement at JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank April 2015 - Present
F.O.Macaulay Ltd January 2014 - April 2015
GE Money Bank (Switzerland) October 2011 - February 2013
Zurich Insurance Company Ltd November 2007 - September 2011
HSBC 2000 - 2007
Pacific Coffee Company 1998 - 2000
HSBC 1990 - 1998
Laurie International 1988 - 1989
Price Waterhouse Coopers 1985 - 1988
Skills
Marketing Strategy, Online Marketing, Marketing, Customer Experience, Digital Strategy, Management Consulting, Analytics, Commercialization, Leading Change, Market Research, Brand Development, Executive Management, Change Management, Strategy, Marketing Management, Marketing Communications, Financial Services, Direct Marketing, Digital Marketing, Management, Brand Management, Segmentation
Education
University of Oxford 1983 — 1985
Master of Philosophy (MPhil)
De Montfort University 1980 — 1983
Bachelor of Arts (B.A.)
JP Morgan Private Bank April 2015 - Present
F.O.Macaulay Ltd January 2014 - April 2015
GE Money Bank (Switzerland) October 2011 - February 2013
Zurich Insurance Company Ltd November 2007 - September 2011
HSBC 2000 - 2007
Pacific Coffee Company 1998 - 2000
HSBC 1990 - 1998
Laurie International 1988 - 1989
Price Waterhouse Coopers 1985 - 1988
Skills
Marketing Strategy, Online Marketing, Marketing, Customer Experience, Digital Strategy, Management Consulting, Analytics, Commercialization, Leading Change, Market Research, Brand Development, Executive Management, Change Management, Strategy, Marketing Management, Marketing Communications, Financial Services, Direct Marketing, Digital Marketing, Management, Brand Management, Segmentation
Education
University of Oxford 1983 — 1985
Master of Philosophy (MPhil)
De Montfort University 1980 — 1983
Bachelor of Arts (B.A.)
Leslie Motiwalla Leslie Motiwalla's J.P. Morgan Private Bank Experience October 2009 - June 2012
Job Global Head of Investments Marketing Executive at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan May 1994 - Present
J.P. Morgan Private Bank October 2009 - June 2012
J.P. Morgan Investment Bank June 2005 - October 2009
J.P. Morgan Investment Bank June 2001 - June 2005
J.P. Morgan Investment Bank May 1997 - June 2001
J.P. Morgan Treasury & Securities Services May 1994 - June 1997
Skills
Strategic Planning, Business Analysis, Strategy, Marketing, Program Management, Leadership, Business Strategy, Marketing Strategy, Investment Banking, Risk Management, Management, Strategic Communications, Marketing Communications, Wealth Management, Private Banking, Investments
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Marketing, Information Technology
University at Albany, SUNY 1984 — 1988
BA, English, History
J.P. Morgan May 1994 - Present
J.P. Morgan Private Bank October 2009 - June 2012
J.P. Morgan Investment Bank June 2005 - October 2009
J.P. Morgan Investment Bank June 2001 - June 2005
J.P. Morgan Investment Bank May 1997 - June 2001
J.P. Morgan Treasury & Securities Services May 1994 - June 1997
Skills
Strategic Planning, Business Analysis, Strategy, Marketing, Program Management, Leadership, Business Strategy, Marketing Strategy, Investment Banking, Risk Management, Management, Strategic Communications, Marketing Communications, Wealth Management, Private Banking, Investments
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Marketing, Information Technology
University at Albany, SUNY 1984 — 1988
BA, English, History
Marcus P. Malonson, CFP®, CIMA®, CRPC®'s J.P. Morgan Private Bank Experience 1994 - 2004
Job SVP/Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch March 2009 - Present
U.S. Trust, Bank of America Private Wealth Management December 2004 - March 2009
JP Morgan Private Bank 1994 - 2004
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Certified Investment Management Analyst Certification Program
Duke University - The Fuqua School of Business 2002 — 2004
MBA
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Finance/Real Estate/Economics
Merrill Lynch March 2009 - Present
U.S. Trust, Bank of America Private Wealth Management December 2004 - March 2009
JP Morgan Private Bank 1994 - 2004
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Certified Investment Management Analyst Certification Program
Duke University - The Fuqua School of Business 2002 — 2004
MBA
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Finance/Real Estate/Economics
Jeffrey P. Deiss, CFP®, AEP® Jeffrey P. Deiss, CFP®, AEP®'s J.P. Morgan Private Bank Experience 1993 - 2002
Job Financial Planner/Weath Advisor at ACM Wealth
Industry Financial Services
Experience
Advisors Capital Management 2015 - Present
Estate Planning Council of Bergen County 2012 - Present
Tempewick Wealth Management March 2009 - March 2015
Citi May 2005 - October 2008
Bank of New York Mellon 2002 - 2005
JP Morgan Private Bank 1993 - 2002
Summit Trust Company September 1988 - February 1993
Skills
Wealth Management, Investments, Strategic Financial..., Investment Management, Wealth Management..., Retirement, Securities, Retirement Planning, Investment Advisory, Wealth, Portfolio Management, Alternative Investments, Financial Planners, Financial Advisory, Financial Services, Estate Planning, Life Insurance, Irrevocable Life..., Long Term Care Insurance, Life Settlements, Financial Planning, Mergers & Acquisitions, High Net Worth...
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
James Madison University 1984 — 1988
B.A., Finance
Advisors Capital Management 2015 - Present
Estate Planning Council of Bergen County 2012 - Present
Tempewick Wealth Management March 2009 - March 2015
Citi May 2005 - October 2008
Bank of New York Mellon 2002 - 2005
JP Morgan Private Bank 1993 - 2002
Summit Trust Company September 1988 - February 1993
Skills
Wealth Management, Investments, Strategic Financial..., Investment Management, Wealth Management..., Retirement, Securities, Retirement Planning, Investment Advisory, Wealth, Portfolio Management, Alternative Investments, Financial Planners, Financial Advisory, Financial Services, Estate Planning, Life Insurance, Irrevocable Life..., Long Term Care Insurance, Life Settlements, Financial Planning, Mergers & Acquisitions, High Net Worth...
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
James Madison University 1984 — 1988
B.A., Finance
Nathaniel Simon Nathaniel Simon's J.P. Morgan Private Bank Experience July 2013 - July 2014
Job Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2014 - Present
J.P. Morgan Private Bank July 2013 - July 2014
Cantor Fitzgerald May 2012 - September 2012
Merrill Lynch May 2011 - August 2011
Skills
Series 7, Series 63
Education
University of Michigan 2009 — 2013
Bachelor of Arts with Highest Distinction, Economics, 3.97/4.00
Nuveen Investments July 2014 - Present
J.P. Morgan Private Bank July 2013 - July 2014
Cantor Fitzgerald May 2012 - September 2012
Merrill Lynch May 2011 - August 2011
Skills
Series 7, Series 63
Education
University of Michigan 2009 — 2013
Bachelor of Arts with Highest Distinction, Economics, 3.97/4.00
Rachel Irvin Rachel Irvin's J.P. Morgan Private Bank Experience February 2008 - July 2015
Job Wealth Advisor
Industry Financial Services
Experience
Wells Fargo Private Bank July 2015 - Present
J.P. Morgan Private Bank February 2008 - July 2015
Goldman Sachs January 2006 - January 2008
Skills
Asset Management, Financial Analysis, Investment Banking, Valuation, Investments, Alternative Investments, Portfolio Management, Fixed Income, Financial Modeling, Series 7, Equities, Hedge Funds, Finance
Education
The University of Texas at Austin 2002 — 2005
BBA, Finance
Wells Fargo Private Bank July 2015 - Present
J.P. Morgan Private Bank February 2008 - July 2015
Goldman Sachs January 2006 - January 2008
Skills
Asset Management, Financial Analysis, Investment Banking, Valuation, Investments, Alternative Investments, Portfolio Management, Fixed Income, Financial Modeling, Series 7, Equities, Hedge Funds, Finance
Education
The University of Texas at Austin 2002 — 2005
BBA, Finance
Nisha Mathur's J.P. Morgan Private Bank Experience January 2014 - April 2015
Job Relationship Manager
Industry Public Relations and Communications
Experience
GetSet Learning April 2015 - Present
Freelance Writer and Blogger July 2014 - Present
J.P. Morgan Private Bank January 2014 - April 2015
JPMorgan Chase January 2012 - December 2013
JPMorgan Chase July 2011 - January 2012
Big Brothers Big Sisters August 2010 - May 2011
Krannert Center for the Performing Arts February 2009 - May 2011
Generosity Water May 2010 - August 2010
AIESEC Illinois May 2008 - July 2008
Skills
Financial Management..., SQL, R, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Word, Customer Service, Customer Acquisition, Microsoft Office, Research, Outlook, Editing, Banking, Retention Strategies, Windows, HTML, Budgets, Strategic Planning, Java, Negotiation, Private Banking, Writing, Blogging, Travel Blogging
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Arts (B.A.), Communication
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor's Degree, Sociology
GetSet Learning April 2015 - Present
Freelance Writer and Blogger July 2014 - Present
J.P. Morgan Private Bank January 2014 - April 2015
JPMorgan Chase January 2012 - December 2013
JPMorgan Chase July 2011 - January 2012
Big Brothers Big Sisters August 2010 - May 2011
Krannert Center for the Performing Arts February 2009 - May 2011
Generosity Water May 2010 - August 2010
AIESEC Illinois May 2008 - July 2008
Skills
Financial Management..., SQL, R, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Word, Customer Service, Customer Acquisition, Microsoft Office, Research, Outlook, Editing, Banking, Retention Strategies, Windows, HTML, Budgets, Strategic Planning, Java, Negotiation, Private Banking, Writing, Blogging, Travel Blogging
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Arts (B.A.), Communication
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor's Degree, Sociology
John Straus's J.P. Morgan Private Bank Experience 2000 - 2005
Job Chairman and Chief Executive Officer at FallLine Securities
Industry Financial Services
Experience
FallLine Securities 2015 - Present
FallLine Strategic Advisors 2011 - 2015
UBS Wealth Management 2006 - 2010
JP Morgan Private Bank 2000 - 2005
Morgan Stanley 1987 - 2000
Salomon Brothers 1981 - 1987
Skills
Wealth Management, Management Consulting, Business Strategy, Wealth Management..., Strategy, Financial Advisory, Hedge Funds, Alternative Investments, Financial Services, Acquisition Integration, Asset Managment, Succession Planning, Derivatives, Private Banking, Equities, Estate Planning, Investments, Capital Markets, Portfolio Management, Structured Products, High Net Worth..., Asset Management
Education
Boston College 1973 — 1977
BS, Finance
FallLine Securities 2015 - Present
FallLine Strategic Advisors 2011 - 2015
UBS Wealth Management 2006 - 2010
JP Morgan Private Bank 2000 - 2005
Morgan Stanley 1987 - 2000
Salomon Brothers 1981 - 1987
Skills
Wealth Management, Management Consulting, Business Strategy, Wealth Management..., Strategy, Financial Advisory, Hedge Funds, Alternative Investments, Financial Services, Acquisition Integration, Asset Managment, Succession Planning, Derivatives, Private Banking, Equities, Estate Planning, Investments, Capital Markets, Portfolio Management, Structured Products, High Net Worth..., Asset Management
Education
Boston College 1973 — 1977
BS, Finance
George O'Garro George O'Garro's J.P. Morgan Private Bank Experience August 2012 - July 2015
Job Private Wealth Advisor at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs July 2015 - Present
CRUCIAN LLC February 2006 - Present
J.P. Morgan Private Bank August 2012 - July 2015
PIMCO June 2011 - August 2011
USS GARY (FFG 51) May 2008 - May 2010
USS WHIDBEY ISLAND (LSD 41) September 2005 - March 2008
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance
United States Naval Academy 2001 — 2005
Bachelor of Science, Political Science
Goldman Sachs July 2015 - Present
CRUCIAN LLC February 2006 - Present
J.P. Morgan Private Bank August 2012 - July 2015
PIMCO June 2011 - August 2011
USS GARY (FFG 51) May 2008 - May 2010
USS WHIDBEY ISLAND (LSD 41) September 2005 - March 2008
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance
United States Naval Academy 2001 — 2005
Bachelor of Science, Political Science
Sam Gillespie Sam Gillespie's J.P. Morgan Private Bank Experience July 2013 - Present
Job Analyst at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank July 2013 - Present
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Financial Analysis, Financial Modeling, Spanish, Leadership, Budgets, Finance, Customer Service, Microsoft Office, Accounting, Corporate Finance, Valuation, Research, Investments, Sales
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
Master of Science in Finance
University of Kentucky
Bachelor of Business Administration summa cum laude with departmental honors in finance, Finance Major, Spanish Minor
J.P. Morgan Private Bank July 2013 - Present
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Financial Analysis, Financial Modeling, Spanish, Leadership, Budgets, Finance, Customer Service, Microsoft Office, Accounting, Corporate Finance, Valuation, Research, Investments, Sales
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2013
Master of Science in Finance
University of Kentucky
Bachelor of Business Administration summa cum laude with departmental honors in finance, Finance Major, Spanish Minor
Chris Baynes Chris Baynes's J.P. Morgan Private Bank Experience October 2010 - March 2014
Job Baynes Electric Supply
Industry Wholesale
Experience
Baynes Electric Supply March 2014 - Present
JP Morgan Private Bank October 2010 - March 2014
Baynes Electric Supply October 2001 - September 2010
Speedgreetings, Inc 1998 - 2001
Capital One 1993 - 1998
Skills
Investments, Private Equity, Series 7, Mergers & Acquisitions, Valuation, Financial Modeling, Equities, Asset Management, Strategic Planning, Hedge Funds, Venture Capital, Series 63, Alternative Investments
Education
Colby College 1989 — 1993
BA, Government
St Sebastian's 1985 — 1989
Baynes Electric Supply March 2014 - Present
JP Morgan Private Bank October 2010 - March 2014
Baynes Electric Supply October 2001 - September 2010
Speedgreetings, Inc 1998 - 2001
Capital One 1993 - 1998
Skills
Investments, Private Equity, Series 7, Mergers & Acquisitions, Valuation, Financial Modeling, Equities, Asset Management, Strategic Planning, Hedge Funds, Venture Capital, Series 63, Alternative Investments
Education
Colby College 1989 — 1993
BA, Government
St Sebastian's 1985 — 1989
Ryan Cosola's J.P. Morgan Private Bank Experience July 2015 - Present
Job Associate Banker at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank July 2015 - Present
J.P. Morgan Private Bank July 2012 - June 2015
J.P. Morgan Private Bank June 2011 - August 2011
University of Florida January 2010 - December 2010
Education
University of Florida - Warrington College Of Business 2008 — 2012
BSBA, Finance, 3.99
Norcross High School
J.P. Morgan Private Bank July 2015 - Present
J.P. Morgan Private Bank July 2012 - June 2015
J.P. Morgan Private Bank June 2011 - August 2011
University of Florida January 2010 - December 2010
Education
University of Florida - Warrington College Of Business 2008 — 2012
BSBA, Finance, 3.99
Norcross High School
Nicholas J. Pavlis Nicholas J. Pavlis's J.P. Morgan Private Bank Experience May 2013 - Present
Job J.P. Morgan Private Bank, Vice President
Industry Investment Management
Experience
J.P. Morgan Private Bank May 2013 - Present
Credit Suisse July 2011 - April 2013
UCLA Anderson School of Management August 2008 - June 2011
Goldman Sachs May 2010 - August 2010
Pfizer Inc. (Wyeth) April 2004 - December 2009
Elektra Entertainment Group (AOL Time Warner/Warner Music Group) October 2001 - April 2004
Skills
Investments, Asset Allocation, Risk Management, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Equities, Capital Markets, Strategic Financial..., Investment Management, Asset Managment, Corporate Finance, Derivatives, Competitive Analysis, Business Networking, Private Banking
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2011
MBA, Investment Management
University of Michigan 1995 — 1999
BS, Biopsychology and Cognitive Science
J.P. Morgan Private Bank May 2013 - Present
Credit Suisse July 2011 - April 2013
UCLA Anderson School of Management August 2008 - June 2011
Goldman Sachs May 2010 - August 2010
Pfizer Inc. (Wyeth) April 2004 - December 2009
Elektra Entertainment Group (AOL Time Warner/Warner Music Group) October 2001 - April 2004
Skills
Investments, Asset Allocation, Risk Management, Financial Modeling, Valuation, Portfolio Management, Financial Analysis, Equities, Capital Markets, Strategic Financial..., Investment Management, Asset Managment, Corporate Finance, Derivatives, Competitive Analysis, Business Networking, Private Banking
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2011
MBA, Investment Management
University of Michigan 1995 — 1999
BS, Biopsychology and Cognitive Science
Nick Berman's J.P. Morgan Private Bank Experience June 2013 - August 2013
Job J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank June 2013 - August 2013
Tanner Mainstain Blatt Glynn & Johnson November 2010 - April 2012
Gumbiner Savett August 2007 - October 2010
Education
University of California, Los Angeles - The Anderson School of Management 2012 — 2014
MBA, Finance
University of California, Los Angeles 2003 — 2007
BS, Mathematics
J.P. Morgan Private Bank June 2013 - August 2013
Tanner Mainstain Blatt Glynn & Johnson November 2010 - April 2012
Gumbiner Savett August 2007 - October 2010
Education
University of California, Los Angeles - The Anderson School of Management 2012 — 2014
MBA, Finance
University of California, Los Angeles 2003 — 2007
BS, Mathematics
Jennifer Chavarria Jennifer Chavarria's J.P. Morgan Private Bank Experience June 2013 - August 2013
Job IT System Analyst at Baker Hughes
Industry Information Technology and Services
Experience
Baker Hughes July 2014 - Present
Lions Club at The University of Texas at Austin May 2013 - May 2014
McCombs School of Business November 2010 - April 2014
J.P. Morgan Private Bank June 2013 - August 2013
Lions Club at The University of Texas at Austin June 2012 - May 2013
Christian Family Center July 2007 - May 2013
Shell International Exploration and Production, Inc. June 2009 - August 2010
Skills
SQL Server Management..., Data Analysis, Excel, PowerPoint, Outlook, Proficient Typing..., Certified Microsoft..., File Maker Pro, Windows OS, Microsoft Office, Event Planning, Spanish, Public Speaking, Visio, HTML, Databases, Nonprofits, SQL, English, Volunteer Management, OS X, Analysis, Resume Writing, Microsoft Word, Time Management, Community Outreach, Microsoft Publisher, Newsletters, Python, Event Management, Creative Problem Solving, ASP.NET, CSS, Microsoft Excel, Leadership, Research, Customer Service, Management, Project Management, Business Analysis, Windows
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration, Management Information Systems
The University of Texas at Austin - Red McCombs School of Business 2010 — 2014
BBA, Management Information Systems
Baker Hughes July 2014 - Present
Lions Club at The University of Texas at Austin May 2013 - May 2014
McCombs School of Business November 2010 - April 2014
J.P. Morgan Private Bank June 2013 - August 2013
Lions Club at The University of Texas at Austin June 2012 - May 2013
Christian Family Center July 2007 - May 2013
Shell International Exploration and Production, Inc. June 2009 - August 2010
Skills
SQL Server Management..., Data Analysis, Excel, PowerPoint, Outlook, Proficient Typing..., Certified Microsoft..., File Maker Pro, Windows OS, Microsoft Office, Event Planning, Spanish, Public Speaking, Visio, HTML, Databases, Nonprofits, SQL, English, Volunteer Management, OS X, Analysis, Resume Writing, Microsoft Word, Time Management, Community Outreach, Microsoft Publisher, Newsletters, Python, Event Management, Creative Problem Solving, ASP.NET, CSS, Microsoft Excel, Leadership, Research, Customer Service, Management, Project Management, Business Analysis, Windows
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration, Management Information Systems
The University of Texas at Austin - Red McCombs School of Business 2010 — 2014
BBA, Management Information Systems
Julie F. Barron's J.P. Morgan Private Bank Experience September 2006 - January 2010
Job Senior Private Banker
Industry Financial Services
Experience
Wilmington Trust, N.A. an M&T Company January 2015 - Present
Fiduciary Trust Company November 2012 - June 2014
Brown Brothers Harriman February 2010 - June 2012
JP Morgan Private Bank September 2006 - January 2010
Citizens Bank November 1989 - August 2006
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Retail Banking, Commercial Banking, Credit Risk, Portfolio Management, Commercial Lending, Financial Analysis, Risk Management, Alternative Investments, Series 7, Wealth Management, Fixed Income, Financial Services, Asset Management, Equities, Investments
Education
Boston College 1978 — 1982
Bachelor's degree, Political Science and Government
Archbishop Williams High School 1974 — 1978
Wilmington Trust, N.A. an M&T Company January 2015 - Present
Fiduciary Trust Company November 2012 - June 2014
Brown Brothers Harriman February 2010 - June 2012
JP Morgan Private Bank September 2006 - January 2010
Citizens Bank November 1989 - August 2006
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Retail Banking, Commercial Banking, Credit Risk, Portfolio Management, Commercial Lending, Financial Analysis, Risk Management, Alternative Investments, Series 7, Wealth Management, Fixed Income, Financial Services, Asset Management, Equities, Investments
Education
Boston College 1978 — 1982
Bachelor's degree, Political Science and Government
Archbishop Williams High School 1974 — 1978
Matthew Vasilikos's J.P. Morgan Private Bank Experience November 2012 - February 2013
Job Project Manager and IT Consultant
Industry Information Technology and Services
Experience
JP Morgan Private Bank November 2012 - February 2013
DeVry University November 2011 - December 2011
Artistic Florals By Michele May 2009 - August 2010
Skills
Teamwork, Microsoft Office, Customer Service, Microsoft Excel, Project Management, Team skills, Leadership, IT Security, Security Policy..., Business Continuity..., Disaster Recovery
Education
DeVry University-Illinois 2011 — 2013
Bachelor of Science in Technical Management, Computer and Information Systems Security/Information Assurance
Lincoln College 2009 — 2011
Associate of Science (A.S.)
JP Morgan Private Bank November 2012 - February 2013
DeVry University November 2011 - December 2011
Artistic Florals By Michele May 2009 - August 2010
Skills
Teamwork, Microsoft Office, Customer Service, Microsoft Excel, Project Management, Team skills, Leadership, IT Security, Security Policy..., Business Continuity..., Disaster Recovery
Education
DeVry University-Illinois 2011 — 2013
Bachelor of Science in Technical Management, Computer and Information Systems Security/Information Assurance
Lincoln College 2009 — 2011
Associate of Science (A.S.)
Damir Mesinovic, CFA Damir Mesinovic, CFA's J.P. Morgan Private Bank Experience July 2011 - June 2014
Job Financial Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan Private Bank July 2011 - June 2014
Merrill Lynch June 2010 - August 2010
J.P. Morgan March 2010 - June 2010
Morgan Stanley Wealth Management September 2009 - January 2010
Skills
Portfolio Management, Asset Allocation, Equities, Fixed Income, Alternative Investments
Education
UCLA 2009 — 2011
Bachelor of Arts, Business Economics
J.P. Morgan June 2014 - Present
J.P. Morgan Private Bank July 2011 - June 2014
Merrill Lynch June 2010 - August 2010
J.P. Morgan March 2010 - June 2010
Morgan Stanley Wealth Management September 2009 - January 2010
Skills
Portfolio Management, Asset Allocation, Equities, Fixed Income, Alternative Investments
Education
UCLA 2009 — 2011
Bachelor of Arts, Business Economics
Joseph Scherer's J.P. Morgan Private Bank Experience January 2014 - Present
Job Banker Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank January 2014 - Present
Renaissance Financial December 2010 - December 2013
Nestlé Purina North America 2007 - 2008
Education
University of Pennsylvania 2006 — 2010
Saint Louis Priory 2000 — 2006
University of Pennsylvania - The Wharton School
BS, Finance
J.P. Morgan Private Bank January 2014 - Present
Renaissance Financial December 2010 - December 2013
Nestlé Purina North America 2007 - 2008
Education
University of Pennsylvania 2006 — 2010
Saint Louis Priory 2000 — 2006
University of Pennsylvania - The Wharton School
BS, Finance
Michele Vogel Michele Vogel's J.P. Morgan Private Bank Experience October 2006 - April 2008
Job Vice President/ Senior Private Client Advisor
Industry Financial Services
Experience
Wilmington Trust, N.A. July 2013 - Present
Palm Beach Hounds 2007 - 2015
PNC Wealth Management November 2009 - May 2013
National City June 2008 - November 2009
JP Morgan Private Bank October 2006 - April 2008
U. S. Trust Company/ Bank of America December 2005 - October 2007
MFHA 1997 - 2007
MFHA 1997 - 2007
Northern Trust Bank of Florida 1985 - 2005
Skills
Investments, Banking, Management, Relationship Management, Wealth Management, Asset Management, Business Development, Portfolio Management, Financial Services, Strategic Planning, Securities
Education
University of Miami School of Law 1980 — 1985
J.D.,LL.M., Estate Planning
University of Wisconsin-Milwaukee 1977 — 1979
B.A., History
Albion College 1974 — 1976
Bachelor of Arts (B.A.), History, Philospohy
University School 1960 — 1974
Grade School, High School
Wilmington Trust, N.A. July 2013 - Present
Palm Beach Hounds 2007 - 2015
PNC Wealth Management November 2009 - May 2013
National City June 2008 - November 2009
JP Morgan Private Bank October 2006 - April 2008
U. S. Trust Company/ Bank of America December 2005 - October 2007
MFHA 1997 - 2007
MFHA 1997 - 2007
Northern Trust Bank of Florida 1985 - 2005
Skills
Investments, Banking, Management, Relationship Management, Wealth Management, Asset Management, Business Development, Portfolio Management, Financial Services, Strategic Planning, Securities
Education
University of Miami School of Law 1980 — 1985
J.D.,LL.M., Estate Planning
University of Wisconsin-Milwaukee 1977 — 1979
B.A., History
Albion College 1974 — 1976
Bachelor of Arts (B.A.), History, Philospohy
University School 1960 — 1974
Grade School, High School
Adam Murray's J.P. Morgan Private Bank Experience July 2012 - Present
Job Associate at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank July 2012 - Present
JP Morgan Corporate & Investment Bank 2010 - 2012
J.P. Morgan Corporate & Investment Bank October 2008 - September 2010
Skills
Hedge Funds, Bloomberg, Financial Modeling, Private Equity, Equities, Portfolio Management, Investments, Asset Management, Financial Analysis, Mutual Funds, Fund Of Funds, Alternative Investments, Series 7, Risk Management, Real Estate, Investran, Microsoft Excel, PowerPoint, Asset Allocation, Financial Structuring, Investment Management, Equity Research, VBA, Fixed Income, Valuation
Education
University of North Texas 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan Private Bank July 2012 - Present
JP Morgan Corporate & Investment Bank 2010 - 2012
J.P. Morgan Corporate & Investment Bank October 2008 - September 2010
Skills
Hedge Funds, Bloomberg, Financial Modeling, Private Equity, Equities, Portfolio Management, Investments, Asset Management, Financial Analysis, Mutual Funds, Fund Of Funds, Alternative Investments, Series 7, Risk Management, Real Estate, Investran, Microsoft Excel, PowerPoint, Asset Allocation, Financial Structuring, Investment Management, Equity Research, VBA, Fixed Income, Valuation
Education
University of North Texas 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Shayaan Khanna's J.P. Morgan Private Bank Experience June 2010 - August 2010
Job Relationship Management Associate
Industry Capital Markets
Experience
J.P. Morgan October 2013 - Present
J.P. Morgan October 2011 - September 2013
Department of Veterans Affairs January 2011 - April 2011
J.P. Morgan Private Bank June 2010 - August 2010
Department of Veterans Affairs September 2007 - April 2009
Skills
Capital Markets
Education
University of Michigan 2007 — 2011
Bachelors of Science in Engineering, Industrial and Operations Engineering
Dubai Modern High School
J.P. Morgan October 2013 - Present
J.P. Morgan October 2011 - September 2013
Department of Veterans Affairs January 2011 - April 2011
J.P. Morgan Private Bank June 2010 - August 2010
Department of Veterans Affairs September 2007 - April 2009
Skills
Capital Markets
Education
University of Michigan 2007 — 2011
Bachelors of Science in Engineering, Industrial and Operations Engineering
Dubai Modern High School
Brian Kelly, CFA's J.P. Morgan Private Bank Experience April 2010 - May 2012
Job Merrill Lynch Private Banking and Investment Group
Industry Banking
Experience
Merrill Lynch Private Banking and Investing Group June 2015 - Present
Wealth and Investment Management at Barclays May 2012 - June 2015
JP Morgan Private Bank April 2010 - May 2012
JPMorgan Private Bank 2007 - April 2010
Merrill Lynch 2006 - 2007
Education
College of the Holy Cross
Economics and Accounting
University of Melbourne
Winchester High School
Merrill Lynch Private Banking and Investing Group June 2015 - Present
Wealth and Investment Management at Barclays May 2012 - June 2015
JP Morgan Private Bank April 2010 - May 2012
JPMorgan Private Bank 2007 - April 2010
Merrill Lynch 2006 - 2007
Education
College of the Holy Cross
Economics and Accounting
University of Melbourne
Winchester High School
Ivy Kinman Ivy Kinman's J.P. Morgan Private Bank Experience 2014 - Present
Job Business Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank 2014 - Present
J.P. Morgan Private Bank 2011 - 2013
J.P. Morgan Private Bank May 2011 - July 2011
Skills
Valuation, Investment Banking, Leadership, Investments, Management, Bloomberg, Series 7, Social Media, Equities, Microsoft Office, Private Equity, Derivatives, Financial Analysis, Capital Markets, Bloomberg Terminal, Public Speaking, Fixed Income, Corporate Finance, Microsoft Excel
Education
University of Florida 2011 — 2012
Master of Science (M.S.), Finance, General
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Finance, General
J.P. Morgan Private Bank 2014 - Present
J.P. Morgan Private Bank 2011 - 2013
J.P. Morgan Private Bank May 2011 - July 2011
Skills
Valuation, Investment Banking, Leadership, Investments, Management, Bloomberg, Series 7, Social Media, Equities, Microsoft Office, Private Equity, Derivatives, Financial Analysis, Capital Markets, Bloomberg Terminal, Public Speaking, Fixed Income, Corporate Finance, Microsoft Excel
Education
University of Florida 2011 — 2012
Master of Science (M.S.), Finance, General
University of Florida 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Andrew Grayson's J.P. Morgan Private Bank Experience March 2014 - Present
Job Global Head of Equity Trading at J.P. Morgan Private Bank
Industry Capital Markets
Experience
J.P. Morgan Private Bank March 2014 - Present
J.P. Morgan Private Bank September 2013 - February 2014
J.P. Morgan Securities Inc. April 2011 - August 2013
J.P. Morgan Securities Inc. May 2009 - April 2011
J.P. Morgan Securities Inc. February 2006 - April 2009
Neovest Trading, Inc. March 2002 - February 2007
Neovest Trading November 2003 - January 2007
Neovest Trading March 1999 - February 2006
The Volume Investor *renamed Neovest Trading 1995 - 1997
Skills
Electronic Trading, Hedge Funds, Trading, Equity Trading, Trading Systems, Equities, Sales, Leadership, Investment Banking, Sales Management, Capital Markets, Securities, Team Building, Start-ups, Options, Business Development, Strategy, Team Leadership, Coaching
Education
Tufts University 1988 — 1992
BA
Loomis Chaffee 1985 — 1988
J.P. Morgan Private Bank March 2014 - Present
J.P. Morgan Private Bank September 2013 - February 2014
J.P. Morgan Securities Inc. April 2011 - August 2013
J.P. Morgan Securities Inc. May 2009 - April 2011
J.P. Morgan Securities Inc. February 2006 - April 2009
Neovest Trading, Inc. March 2002 - February 2007
Neovest Trading November 2003 - January 2007
Neovest Trading March 1999 - February 2006
The Volume Investor *renamed Neovest Trading 1995 - 1997
Skills
Electronic Trading, Hedge Funds, Trading, Equity Trading, Trading Systems, Equities, Sales, Leadership, Investment Banking, Sales Management, Capital Markets, Securities, Team Building, Start-ups, Options, Business Development, Strategy, Team Leadership, Coaching
Education
Tufts University 1988 — 1992
BA
Loomis Chaffee 1985 — 1988
Sai Kim's J.P. Morgan Private Bank Experience 2008 - 2011
Job Vice President Chase Private Client at Chase
Industry Financial Services
Experience
Chase June 2011 - Present
JP Morgan- Private Bank 2008 - 2011
JPMorganChase- Treasury & Securities Services 2006 - 2008
Chase- Small Business Banking January 2002 - January 2006
Canadian Imperial Bank of Commerce (CIBC) 2000 - 2002
American Express 1997 - 2000
Skills
Financial Services, Banking, Investment Banking, Financial Modeling, Risk Management, Business Process..., Business Strategy, Business Development, Project Management, Strategic Planning, Process Improvement, Talent Management, Process Management
Education
Cornell University 1993 — 1997
BS
Chase June 2011 - Present
JP Morgan- Private Bank 2008 - 2011
JPMorganChase- Treasury & Securities Services 2006 - 2008
Chase- Small Business Banking January 2002 - January 2006
Canadian Imperial Bank of Commerce (CIBC) 2000 - 2002
American Express 1997 - 2000
Skills
Financial Services, Banking, Investment Banking, Financial Modeling, Risk Management, Business Process..., Business Strategy, Business Development, Project Management, Strategic Planning, Process Improvement, Talent Management, Process Management
Education
Cornell University 1993 — 1997
BS
Irene Tunkel, CFA's J.P. Morgan Private Bank Experience 2013 - Present
Job
Industry Investment Management
Experience
JP Morgan Private Bank 2013 - Present
State Street Associates September 2010 - Present
Skills
Investment Strategies, Equities, Investments, Equity Research, Industry Analysis, Portfolio Strategy, Risk Analytics, Portfolio Management, Portfolio Optimization, Quantitative Research, Stock Selection, Asset Allocation
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA
Brandeis University 1992 — 1995
BS
JP Morgan Private Bank 2013 - Present
State Street Associates September 2010 - Present
Skills
Investment Strategies, Equities, Investments, Equity Research, Industry Analysis, Portfolio Strategy, Risk Analytics, Portfolio Management, Portfolio Optimization, Quantitative Research, Stock Selection, Asset Allocation
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA
Brandeis University 1992 — 1995
BS
Michael J. Bruno's J.P. Morgan Private Bank Experience January 2015 - June 2015
Job CFO Vested Finance, Inc.
Industry Financial Services
Experience
Vested Finance June 2015 - Present
J.P. Morgan Private Bank January 2015 - June 2015
J.P. Morgan Private Bank August 2007 - June 2015
Morgan Stanley May 2006 - August 2007
University of Florida August 2005 - May 2006
Norvell & Fine, P.A. June 2003 - August 2003
Skills
Portfolio Management, Investments, Asset Managment, Financial Analysis, Risk Management, Series 7, Management Consulting, Business Strategy, Financial Modeling, Project Management, Bloomberg, Strategic Planning, Asset Management, Finance, Fixed Income, Loans, Due Diligence, Corporate Finance, Asset Allocation, Mortgage Lending, Equities, Securities, Investment Banking
Education
University of Florida 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Finance
University of Florida - Warrington College Of Business 2002 — 2006
Bachelor of Science, Finance
Vested Finance June 2015 - Present
J.P. Morgan Private Bank January 2015 - June 2015
J.P. Morgan Private Bank August 2007 - June 2015
Morgan Stanley May 2006 - August 2007
University of Florida August 2005 - May 2006
Norvell & Fine, P.A. June 2003 - August 2003
Skills
Portfolio Management, Investments, Asset Managment, Financial Analysis, Risk Management, Series 7, Management Consulting, Business Strategy, Financial Modeling, Project Management, Bloomberg, Strategic Planning, Asset Management, Finance, Fixed Income, Loans, Due Diligence, Corporate Finance, Asset Allocation, Mortgage Lending, Equities, Securities, Investment Banking
Education
University of Florida 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Finance
University of Florida - Warrington College Of Business 2002 — 2006
Bachelor of Science, Finance
Dennis Joe, CFA's J.P. Morgan Private Bank Experience February 2011 - Present
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
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
Phillip Olsen's J.P. Morgan Private Bank Experience April 2002 - August 2003
Job President at Zinterra Media Corporation
Industry Marketing and Advertising
Experience
Zinterra Media Corporation April 2011 - Present
Olsen Ventures, Inc. December 2006 - April 2011
Kintera August 2003 - January 2007
JP Morgan Private Bank April 2002 - August 2003
JPMorgan Chase January 2001 - April 2002
Skills
Strategic Planning, Process Improvement, Project Management, Microsoft Office, CRM, Business Analysis, Account Management, Marketing Strategy, Mutual Funds, Securities, Business Development, Start-ups, Customer Service, Mergers & Acquisitions, Salesforce.com, Negotiation, Marketing, Entrepreneurship, Public Speaking, Leadership, Online Advertising, Online Marketing
Education
Brigham Young University 1995 — 2000
Bachelor's degree, Economics
Zinterra Media Corporation April 2011 - Present
Olsen Ventures, Inc. December 2006 - April 2011
Kintera August 2003 - January 2007
JP Morgan Private Bank April 2002 - August 2003
JPMorgan Chase January 2001 - April 2002
Skills
Strategic Planning, Process Improvement, Project Management, Microsoft Office, CRM, Business Analysis, Account Management, Marketing Strategy, Mutual Funds, Securities, Business Development, Start-ups, Customer Service, Mergers & Acquisitions, Salesforce.com, Negotiation, Marketing, Entrepreneurship, Public Speaking, Leadership, Online Advertising, Online Marketing
Education
Brigham Young University 1995 — 2000
Bachelor's degree, Economics
Harry B. Rosenberg, Jr.'s J.P. Morgan Private Bank Experience October 2002 - Present
Job Private Banker at JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank October 2002 - Present
Education
Northwestern University School of Law 1982 — 1985
JD
Brown University 1978 — 1982
Bachelor of Arts (B.A.)
Francis W. Parker School 1974 — 1978
High School
JP Morgan Private Bank October 2002 - Present
Education
Northwestern University School of Law 1982 — 1985
JD
Brown University 1978 — 1982
Bachelor of Arts (B.A.)
Francis W. Parker School 1974 — 1978
High School
Michael Cricenti's J.P. Morgan Private Bank Experience May 2006 - August 2006
Job Managing Director at Bluestem Asset Management
Industry Investment Management
Experience
Bluestem Asset Management September 2009 - Present
Harris Williams June 2007 - July 2009
Concordant Partners May 2004 - January 2007
JP Morgan Private Bank May 2006 - August 2006
Skills
Valuation, Financial Modeling, Private Equity, Equities, Investment Banking, Hedge Funds, Investments, LBO, Corporate Finance, Portfolio Management, Capital Markets, Due Diligence
Education
Babson College 2003 — 2007
Bachelor of Science in Business Administration, Finance and Quantitative Methods
Creighton Prep 1999 — 2003
Bluestem Asset Management September 2009 - Present
Harris Williams June 2007 - July 2009
Concordant Partners May 2004 - January 2007
JP Morgan Private Bank May 2006 - August 2006
Skills
Valuation, Financial Modeling, Private Equity, Equities, Investment Banking, Hedge Funds, Investments, LBO, Corporate Finance, Portfolio Management, Capital Markets, Due Diligence
Education
Babson College 2003 — 2007
Bachelor of Science in Business Administration, Finance and Quantitative Methods
Creighton Prep 1999 — 2003
Oliver Bareau's J.P. Morgan Private Bank Experience Wealth ManagerJPMorgan Private Bank2005 - Present
Job Wealth Manager at JP Morgan Private Bank
Industry Investment Management
Experience
JP Morgan Private Bank Wealth ManagerJPMorgan Private Bank2005 - Present
Calvert January 2005 - May 2005
Itochu 1993 - 1995
Education
Columbia University - Columbia Business School 2003 — 2005
Brown University 1989 — 1993
BA, History
Aiglon College 1985 — 1989
A Levels, History, English, Maths
JP Morgan Private Bank Wealth ManagerJPMorgan Private Bank2005 - Present
Calvert January 2005 - May 2005
Itochu 1993 - 1995
Education
Columbia University - Columbia Business School 2003 — 2005
Brown University 1989 — 1993
BA, History
Aiglon College 1985 — 1989
A Levels, History, English, Maths
Townsend Bancroft's J.P. Morgan Private Bank Experience July 2001 - June 2003
Job Principal at Snow Phipps Group
Industry Venture Capital & Private Equity
Experience
Snow Phipps Group June 2005 - Present
Victaulic Company June 2003 - May 2005
JP Morgan Private Bank July 2001 - June 2003
Education
Duke University 1996 — 2000
Snow Phipps Group June 2005 - Present
Victaulic Company June 2003 - May 2005
JP Morgan Private Bank July 2001 - June 2003
Education
Duke University 1996 — 2000
Christopher Andrews, CFA, CFP's J.P. Morgan Private Bank Experience 1996 - 1999
Job Senior Vice President, Private Wealth Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch Wealth Management 1999 - Present
JP Morgan Private Bank 1996 - 1999
Goldman Sachs & Co 1993 - 1996
Skills
Chartered Financial..., Certified Financial..., Portfolio Management, Retirement Planning, Wealth Management, Investments, Equities, Fixed Income, Asset Allocation, Alternative Investments, Mutual Funds, Series 63, Series 7
Education
Thunderbird School of Global Management 1990 — 1991
Master's Degree, Accounting and Finance
Beijing Normal University 1988 — 1989
Chinese Language and Literature
Pacific University 1984 — 1989
Bachelor's Degree, Business & Modern Languages
Kansai Gaidai University
Japanese Business & Language
Merrill Lynch Wealth Management 1999 - Present
JP Morgan Private Bank 1996 - 1999
Goldman Sachs & Co 1993 - 1996
Skills
Chartered Financial..., Certified Financial..., Portfolio Management, Retirement Planning, Wealth Management, Investments, Equities, Fixed Income, Asset Allocation, Alternative Investments, Mutual Funds, Series 63, Series 7
Education
Thunderbird School of Global Management 1990 — 1991
Master's Degree, Accounting and Finance
Beijing Normal University 1988 — 1989
Chinese Language and Literature
Pacific University 1984 — 1989
Bachelor's Degree, Business & Modern Languages
Kansai Gaidai University
Japanese Business & Language
Rosalind Dear's J.P. Morgan Private Bank Experience April 2010 - Present
Job Executive Director at JPMorgan Private Bank
Industry Banking
Experience
JP Morgan Private Bank April 2010 - Present
JPMorgan Private Bank June 2005 - April 2010
JPMorgan Chase 2000 - 2005
Skills
Equities, Finance, Portfolio Management, Risk Management, Due Diligence, Strategy, Mutual Funds, Analysis, Asset Management, Derivatives, Hedge Funds, Private Equity, Management, Capital Markets, Investments, Fixed Income
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Columbia University in the City of New York 1989 — 1993
BA, Psychology
JP Morgan Private Bank April 2010 - Present
JPMorgan Private Bank June 2005 - April 2010
JPMorgan Chase 2000 - 2005
Skills
Equities, Finance, Portfolio Management, Risk Management, Due Diligence, Strategy, Mutual Funds, Analysis, Asset Management, Derivatives, Hedge Funds, Private Equity, Management, Capital Markets, Investments, Fixed Income
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Columbia University in the City of New York 1989 — 1993
BA, Psychology
Aubre Clemens's J.P. Morgan Private Bank Experience AssociateJ.P. Morgan Private Bank2011 - Present
Job Associate at J.P. Morgan Private Bank
Industry Banking
Experience
JP Morgan Private Bank AssociateJ.P. Morgan Private Bank2011 - Present
Education
Creighton University 2002 — 2006
JP Morgan Private Bank AssociateJ.P. Morgan Private Bank2011 - Present
Education
Creighton University 2002 — 2006
Kevin Liau, CFA, CIPM's J.P. Morgan Private Bank Experience 2000 - 2002
Job Pension Investment Unit at MetLife
Industry Investment Management
Experience
MetLife January 2014 - Present
The Metropolitan Museum of Art February 2011 - January 2014
The Andrew W. Mellon Foundation February 2008 - February 2011
The Andrew W. Mellon Foundation August 2005 - February 2008
Mizuho Corporate Bank May 2004 - August 2005
Eastern Funding LLC 2003 - 2004
JP Morgan Private Bank 2000 - 2002
CSC Consulting 1998 - 2000
Popular Club Plan, J. Crew Group 1995 - 1995
Skills
Investments, Credit, Financial Risk, Hedge Funds, Private Equity, Alternative Investments, Portfolio Management, Asset Allocation, Asset Management, Equities, Investment Management, Fixed Income, Due Diligence, Financial Analysis, Investment Strategies, Investment Operations, Finance
Education
Columbia University in the City of New York 1993 — 1998
Bachelor of Arts (B.A.), Economics
Phillips Exeter Academy 1990 — 1993
MetLife January 2014 - Present
The Metropolitan Museum of Art February 2011 - January 2014
The Andrew W. Mellon Foundation February 2008 - February 2011
The Andrew W. Mellon Foundation August 2005 - February 2008
Mizuho Corporate Bank May 2004 - August 2005
Eastern Funding LLC 2003 - 2004
JP Morgan Private Bank 2000 - 2002
CSC Consulting 1998 - 2000
Popular Club Plan, J. Crew Group 1995 - 1995
Skills
Investments, Credit, Financial Risk, Hedge Funds, Private Equity, Alternative Investments, Portfolio Management, Asset Allocation, Asset Management, Equities, Investment Management, Fixed Income, Due Diligence, Financial Analysis, Investment Strategies, Investment Operations, Finance
Education
Columbia University in the City of New York 1993 — 1998
Bachelor of Arts (B.A.), Economics
Phillips Exeter Academy 1990 — 1993
Craig Story's J.P. Morgan Private Bank Experience April 2009 - Present
Job Executive Director; JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank April 2009 - Present
Citigroup April 2007 - March 2009
Skadden, Arps, Slate, Meagher & Flom LLP November 2003 - April 2007
Skills
Mergers & Acquisitions, Capital Markets, Securities, Corporate Finance, Investments, Private Equity, Investment Banking, Securities Regulation, Corporate Governance, Due Diligence, Hedge Funds, Finance, Valuation, Mergers, Corporate Law, Asset Management, Wealth Management, Equities
Education
University of Virginia School of Law 2000 — 2003
JD, Law
Clemson University 1996 — 2000
BS, Honors Financial Management
JP Morgan Private Bank April 2009 - Present
Citigroup April 2007 - March 2009
Skadden, Arps, Slate, Meagher & Flom LLP November 2003 - April 2007
Skills
Mergers & Acquisitions, Capital Markets, Securities, Corporate Finance, Investments, Private Equity, Investment Banking, Securities Regulation, Corporate Governance, Due Diligence, Hedge Funds, Finance, Valuation, Mergers, Corporate Law, Asset Management, Wealth Management, Equities
Education
University of Virginia School of Law 2000 — 2003
JD, Law
Clemson University 1996 — 2000
BS, Honors Financial Management
Dean Tran's J.P. Morgan Private Bank Experience 2004 - 2006
Job Natural Gas Scheduler National Grid
Industry Oil & Energy
Experience
National Grid November 2011 - Present
Energy Trade Management February 2010 - October 2011
Rochdale Investment Management May 2006 - February 2010
JP Morgan Private Bank 2004 - 2006
Merrill Lynch Investment Managers 2003 - 2004
Skills
Energy Markets, Trading
Education
Baylor University - Hankamer School of Business 1994 — 1998
BBA, Information Systems and Marketing
National Grid November 2011 - Present
Energy Trade Management February 2010 - October 2011
Rochdale Investment Management May 2006 - February 2010
JP Morgan Private Bank 2004 - 2006
Merrill Lynch Investment Managers 2003 - 2004
Skills
Energy Markets, Trading
Education
Baylor University - Hankamer School of Business 1994 — 1998
BBA, Information Systems and Marketing
Daniel Zigman's J.P. Morgan Private Bank Experience 2010 - 2013
Job Vice President at JPMorgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank 2010 - 2013
JP Morgan Private Bank 2008 - 2010
JP Morgan Investment Bank 2007 - 2008
Education
Cornell University 2003 — 2007
JP Morgan Private Bank 2010 - 2013
JP Morgan Private Bank 2008 - 2010
JP Morgan Investment Bank 2007 - 2008
Education
Cornell University 2003 — 2007
Hector J. Rodriguez's J.P. Morgan Private Bank Experience January 2005 - Present
Job Vice President, JP Morgan Private Bank
Industry Banking
Experience
Houston Community College January 2010 - Present
JP Morgan Private Bank January 2005 - Present
Bank One August 2003 - December 2004
USAA January 2000 - August 2003
American Express Financial Advisors December 1998 - December 1999
Education
University of the Incarnate Word 2001 — 2004
MBA
Baylor University - Hankamer School of Business 1994 — 1998
BBA
Houston Community College January 2010 - Present
JP Morgan Private Bank January 2005 - Present
Bank One August 2003 - December 2004
USAA January 2000 - August 2003
American Express Financial Advisors December 1998 - December 1999
Education
University of the Incarnate Word 2001 — 2004
MBA
Baylor University - Hankamer School of Business 1994 — 1998
BBA
Mary (Rude) Meisner's J.P. Morgan Private Bank Experience February 2005 - Present
Job Vice President at JPMorgan Chase & Co
Industry Financial Services
Experience
JP Morgan Private Bank February 2005 - Present
JPMorgan Chase August 2003 - February 2005
Johnson & Johnson May 2002 - August 2002
Skills
Financial Risk, Risk Management
Education
Bucknell University 1999 — 2003
BSBA, Management
Union Endicott High School
JP Morgan Private Bank February 2005 - Present
JPMorgan Chase August 2003 - February 2005
Johnson & Johnson May 2002 - August 2002
Skills
Financial Risk, Risk Management
Education
Bucknell University 1999 — 2003
BSBA, Management
Union Endicott High School
Matthew Wells, CFA's J.P. Morgan Private Bank Experience 2001 - 2004
Job Vice President, Portfolio Manager at Kanaly Trust, LTA
Industry Financial Services
Experience
Kanaly Trust, LTA January 2015 - Present
Davis Hamilton Jackson & Associates December 2008 - January 2015
US Trust Bank of America December 2004 - December 2008
JP Morgan Private Bank 2001 - 2004
Skills
Asset Management, Wealth Management, Alternative Investments, Investment Management, Portfolio Management, Asset Allocation, Series 7, Fixed Income, Financial Modeling, Asset Managment, Investments, Finance, Hedge Funds, Investment Strategies, Mutual Funds
Education
Baylor University - Hankamer School of Business 1996 — 2000
BBA, Finance / International Business
Kanaly Trust, LTA January 2015 - Present
Davis Hamilton Jackson & Associates December 2008 - January 2015
US Trust Bank of America December 2004 - December 2008
JP Morgan Private Bank 2001 - 2004
Skills
Asset Management, Wealth Management, Alternative Investments, Investment Management, Portfolio Management, Asset Allocation, Series 7, Fixed Income, Financial Modeling, Asset Managment, Investments, Finance, Hedge Funds, Investment Strategies, Mutual Funds
Education
Baylor University - Hankamer School of Business 1996 — 2000
BBA, Finance / International Business
Bill McCormack's J.P. Morgan Private Bank Experience June 2001 - March 2011
Job Managing Director, Private Banking & Investment Group, Merrill Lynch
Industry Financial Services
Experience
Private Banking & Investment Group, Merrill Lynch June 2015 - Present
Barclays Wealth and Investment Management 2011 - June 2015
JP Morgan Private Bank June 2001 - March 2011
Skills
Equities, Investments, Asset Management, Portfolio Management, Hedge Funds, Alternative Investments, Private Equity, Financial Modeling, Fixed Income, Capital Markets
Education
Darden School of Business at the University of Virginia 2000 — 2002
MBA, Finance
Georgetown University 1998 — 2000
MA, International Affairs
Princeton University 1993 — 1997
AB, Politics
Private Banking & Investment Group, Merrill Lynch June 2015 - Present
Barclays Wealth and Investment Management 2011 - June 2015
JP Morgan Private Bank June 2001 - March 2011
Skills
Equities, Investments, Asset Management, Portfolio Management, Hedge Funds, Alternative Investments, Private Equity, Financial Modeling, Fixed Income, Capital Markets
Education
Darden School of Business at the University of Virginia 2000 — 2002
MBA, Finance
Georgetown University 1998 — 2000
MA, International Affairs
Princeton University 1993 — 1997
AB, Politics
Brendaliz Valenzuela's J.P. Morgan Private Bank Experience December 2010 - September 2011
Job VP, Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. August 2015 - Present
JP Morgan Securities, LLC October 2014 - August 2015
JPMorgan Chase Bank, N.A. October 2011 - October 2014
JP Morgan Private Bank December 2010 - September 2011
JP Morgan January 2007 - December 2010
Bear Stearns 2007 - 2008
TD Bank (formerly Commerce Bank) March 2004 - November 2006
Sterling National Bank December 2001 - March 2004
Banco Popular North America June 1999 - July 2000
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Entrepreneurship
JP Morgan Chase Bank, N.A. August 2015 - Present
JP Morgan Securities, LLC October 2014 - August 2015
JPMorgan Chase Bank, N.A. October 2011 - October 2014
JP Morgan Private Bank December 2010 - September 2011
JP Morgan January 2007 - December 2010
Bear Stearns 2007 - 2008
TD Bank (formerly Commerce Bank) March 2004 - November 2006
Sterling National Bank December 2001 - March 2004
Banco Popular North America June 1999 - July 2000
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Entrepreneurship
Dorothy Flynn's J.P. Morgan Private Bank Experience Vice President and Portfolio ManagerJP Morgan Private BankJune 1982 - January 2010
Job Retired Vice President and Portfolio Manager at JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank Vice President and Portfolio ManagerJP Morgan Private BankJune 1982 - January 2010
JP Morgan Private Bank June 1982 - January 2010
Education
New York University - Leonard N. Stern School of Business 1977 — 1979
MBA, Finance, International Business
College for Financial Planning
C.F.P., Financial Planning
JP Morgan Private Bank Vice President and Portfolio ManagerJP Morgan Private BankJune 1982 - January 2010
JP Morgan Private Bank June 1982 - January 2010
Education
New York University - Leonard N. Stern School of Business 1977 — 1979
MBA, Finance, International Business
College for Financial Planning
C.F.P., Financial Planning
Richard Hall's J.P. Morgan Private Bank Experience February 2010 - Present
Job Private Banker, JP Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank February 2010 - Present
SunGard, (FolioDynamix) 2004 - 2009
GlobalBridge 2003 - 2004
Piper Jaffray 1993 - 2001
Education
University of Iowa 1987 — 1991
BA
J.P. Morgan Private Bank February 2010 - Present
SunGard, (FolioDynamix) 2004 - 2009
GlobalBridge 2003 - 2004
Piper Jaffray 1993 - 2001
Education
University of Iowa 1987 — 1991
BA
Brian DiMarino's J.P. Morgan Private Bank Experience August 2010 - October 2012
Job Vice President and Head of Business Analytics at J.P. Morgan Global Wealth Management
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2015 - Present
J.P.Morgan Global Wealth Management November 2012 - August 2015
J.P. Morgan Private Bank August 2010 - October 2012
JPMorgan Chase January 2008 - May 2010
Skills
Hedge Funds, Bloomberg, Valuation, Financial Modeling, Equities, Fixed Income, Financial Analysis, Capital Markets, Alternative Investments, Series 7, Corporate Finance, Investments, Asset Management, Private Equity, Banking, Wealth Management, Finance
Education
University at Albany, SUNY 2002 — 2006
BS, Finance & Management
Cornwall High School
Cornwall High School
JPMorgan Chase & Co. September 2015 - Present
J.P.Morgan Global Wealth Management November 2012 - August 2015
J.P. Morgan Private Bank August 2010 - October 2012
JPMorgan Chase January 2008 - May 2010
Skills
Hedge Funds, Bloomberg, Valuation, Financial Modeling, Equities, Fixed Income, Financial Analysis, Capital Markets, Alternative Investments, Series 7, Corporate Finance, Investments, Asset Management, Private Equity, Banking, Wealth Management, Finance
Education
University at Albany, SUNY 2002 — 2006
BS, Finance & Management
Cornwall High School
Cornwall High School
David Wick's J.P. Morgan Private Bank Experience October 2011 - October 2013
Job Corporate & Philanthropic Management
Industry Banking
Experience
Kellogg Company June 2014 - Present
Park District of Oak May 2013 - Present
JPMorgan Chase Private Bank April 2014 - June 2014
JPMorgan Chase October 2013 - April 2014
JP Morgan Private Bank October 2011 - October 2013
Kellogg Company June 2011 - October 2011
HSBC April 2008 - June 2011
HSBC 2007 - 2008
HSBC 2004 - 2007
Household International 2002 - 2004
Skills
Community Outreach, Teamwork, Business Analysis, Leadership, Vendor Management, Time Management, SDLC, Team Building, Credit, Risk Management, Compliance, Relationship Management, Mentoring, Credit Cards, Project Management, Process Improvement, Mortgage Lending, Management, Team Leadership, Training, Finance, Banking
Education
Concordia University-River Forest
Bachelor's Degree, Bachelor of Science (BS), Business Administration
Kellogg Company June 2014 - Present
Park District of Oak May 2013 - Present
JPMorgan Chase Private Bank April 2014 - June 2014
JPMorgan Chase October 2013 - April 2014
JP Morgan Private Bank October 2011 - October 2013
Kellogg Company June 2011 - October 2011
HSBC April 2008 - June 2011
HSBC 2007 - 2008
HSBC 2004 - 2007
Household International 2002 - 2004
Skills
Community Outreach, Teamwork, Business Analysis, Leadership, Vendor Management, Time Management, SDLC, Team Building, Credit, Risk Management, Compliance, Relationship Management, Mentoring, Credit Cards, Project Management, Process Improvement, Mortgage Lending, Management, Team Leadership, Training, Finance, Banking
Education
Concordia University-River Forest
Bachelor's Degree, Bachelor of Science (BS), Business Administration
Cris Pereira's J.P. Morgan Private Bank Experience August 2000 - July 2009
Job Consultant, Manager, Marketing and Research at Go Small Biz
Industry Legal Services
Experience
Harvard Risk Management February 2009 - Present
Go Small Biz February 2009 - Present
J.P. Morgan Private Bank August 2000 - July 2009
J.P. Morgan Trust Company of Delaware July 2006 - August 2008
Citibank November 1998 - August 2000
Citibank August 1997 - November 1998
Citibank September 1996 - August 1997
Education
California School of Law 2009 — 2012
JD, Law
University of Phoenix 2000 — 2006
Bachelor, Marketing
Cannon Trust School
Level I, Trust Administration
Julio Atlas?
Harvard Risk Management February 2009 - Present
Go Small Biz February 2009 - Present
J.P. Morgan Private Bank August 2000 - July 2009
J.P. Morgan Trust Company of Delaware July 2006 - August 2008
Citibank November 1998 - August 2000
Citibank August 1997 - November 1998
Citibank September 1996 - August 1997
Education
California School of Law 2009 — 2012
JD, Law
University of Phoenix 2000 — 2006
Bachelor, Marketing
Cannon Trust School
Level I, Trust Administration
Julio Atlas?
Brad Matthews's J.P. Morgan Private Bank Experience October 2009 - July 2011
Job Founder & CEO at Trizic, Inc
Industry Financial Services
Experience
Trizic, Inc. July 2011 - Present
JP Morgan Private Bank October 2009 - July 2011
Barclays January 2009 - October 2009
Citi Private Bank 2004 - 2008
Bear Stearns August 2003 - September 2004
Skills
Financial Services, Investments, Strategic Financial...
Education
Fordham University
Graduate Studies
University of Arizona
BS, Political Science and Business Administration
Trizic, Inc. July 2011 - Present
JP Morgan Private Bank October 2009 - July 2011
Barclays January 2009 - October 2009
Citi Private Bank 2004 - 2008
Bear Stearns August 2003 - September 2004
Skills
Financial Services, Investments, Strategic Financial...
Education
Fordham University
Graduate Studies
University of Arizona
BS, Political Science and Business Administration
Patrick J. Delahunty's J.P. Morgan Private Bank Experience 2007 - June 2012
Job Managing Director at Merrill Lynch Private Bank Investment Group
Industry Investment Management
Experience
Merrill Lynch Private Bank Investment Group June 2015 - Present
Wealth and Investment Management at Barclays June 2012 - June 2015
JP Morgan Private Bank 2007 - June 2012
J.P. Morgan 2007 - June 2012
Sanford C. Bernstein 2003 - 2007
Education
Bentley University 1990 — 1994
Economics & Finance
Avon Old Farms
Merrill Lynch Private Bank Investment Group June 2015 - Present
Wealth and Investment Management at Barclays June 2012 - June 2015
JP Morgan Private Bank 2007 - June 2012
J.P. Morgan 2007 - June 2012
Sanford C. Bernstein 2003 - 2007
Education
Bentley University 1990 — 1994
Economics & Finance
Avon Old Farms
Douglas Lutin's J.P. Morgan Private Bank Experience February 2015 - Present
Job Associate at JP Morgan Private Bank
Industry Investment Management
Experience
JP Morgan - Private Bank February 2015 - Present
JP Morgan - Private Bank November 2012 - January 2015
Barclays Capital August 2006 - November 2012
Skills
Wealth Management, Capital Markets, Bloomberg, Fixed Income, Valuation, Derivatives, Hedge Funds, Equities, Financial Analysis, Investment Management
Education
Colgate University 2002 — 2006
Bachelor's degree
Paul D Schreiber
JP Morgan - Private Bank February 2015 - Present
JP Morgan - Private Bank November 2012 - January 2015
Barclays Capital August 2006 - November 2012
Skills
Wealth Management, Capital Markets, Bloomberg, Fixed Income, Valuation, Derivatives, Hedge Funds, Equities, Financial Analysis, Investment Management
Education
Colgate University 2002 — 2006
Bachelor's degree
Paul D Schreiber
Judy Vazquez's J.P. Morgan Private Bank Experience October 2014 - Present
Job
Industry Financial Services
Experience
J.P. Morgan Private Bank October 2014 - Present
JPMorgan Securities LLC June 2011 - Present
J.P. Morgan January 2005 - May 2011
Edward Jones June 2003 - October 2004
Education
University of Illinois at Urbana-Champaign - College of Business
J.P. Morgan Private Bank October 2014 - Present
JPMorgan Securities LLC June 2011 - Present
J.P. Morgan January 2005 - May 2011
Edward Jones June 2003 - October 2004
Education
University of Illinois at Urbana-Champaign - College of Business
Jordan Hayes's J.P. Morgan Private Bank Experience 1994 - 2001
Job Senior Vice President at UBS Wealth Management
Industry Banking
Experience
UBS Private Wealth Management 2008 - Present
Citi Family Office 2003 - 2008
Credit Suisse First Boston 2001 - 2003
J.P. Morgan Private Bank 1994 - 2001
Education
University of California, Los Angeles 1989 — 1993
B.A., History
UBS Private Wealth Management 2008 - Present
Citi Family Office 2003 - 2008
Credit Suisse First Boston 2001 - 2003
J.P. Morgan Private Bank 1994 - 2001
Education
University of California, Los Angeles 1989 — 1993
B.A., History
Dana Greenberg's J.P. Morgan Private Bank Experience July 2010 - March 2012
Job Digital Product Manager at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2013 - Present
J.P. Morgan Private Bank July 2010 - March 2012
GE Capital July 2008 - January 2011
Morgan Stanley June 2007 - August 2007
GE Asset Management June 2006 - August 2006
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Business Honors, Finance, Marketing
J.P. Morgan Asset Management March 2013 - Present
J.P. Morgan Private Bank July 2010 - March 2012
GE Capital July 2008 - January 2011
Morgan Stanley June 2007 - August 2007
GE Asset Management June 2006 - August 2006
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Business Honors, Finance, Marketing
Alexa Plant's J.P. Morgan Private Bank Experience January 2006 - Present
Job Banker, J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan Private Bank January 2006 - Present
Education
University of Michigan Business School 2000 — 2004
BBA, Finance
J.P. Morgan Private Bank January 2006 - Present
Education
University of Michigan Business School 2000 — 2004
BBA, Finance
Ashim Chopra's J.P. Morgan Private Bank Experience June 2008 - August 2008
Job Owner/President at AA Fashion Inc
Industry Textiles
Experience
AA Fashion Inc dba Persaya June 2013 - Present
Hult International Business School August 2012 - August 2013
Ms. Bubbles Inc. August 2011 - August 2013
Hult International Business School September 2011 - August 2012
New Vintage Inc. July 2010 - August 2011
Khaotik Bleu Inc. June 2009 - August 2011
JP Morgan Private Bank June 2008 - August 2008
Skills
International Production, Sales Management, Apparel, Market Research, Marketing Strategy, Business Strategy, Marketing, Business Development, Marketing Communications, Entrepreneurship, New Business Development, Strategic Planning, Sales, Team Leadership, Public Speaking, Strategy, Competitive Analysis, Project Management, Market Analysis, Marketing Management, International Business, Microsoft Excel, Microsoft Office, Negotiation, Financial Analysis, Teamwork, Leadership
Education
Hult International Business School 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Hult International Business School 2011 — 2012
Masters in International Business, International Business
Georgetown University 2005 — 2009
BS, Major: Marketing and Finance, Minor: Philosophy
Georgetown University - The McDonough School of Business 2005 — 2009
BS, Major: Marketing and Finance
AA Fashion Inc dba Persaya June 2013 - Present
Hult International Business School August 2012 - August 2013
Ms. Bubbles Inc. August 2011 - August 2013
Hult International Business School September 2011 - August 2012
New Vintage Inc. July 2010 - August 2011
Khaotik Bleu Inc. June 2009 - August 2011
JP Morgan Private Bank June 2008 - August 2008
Skills
International Production, Sales Management, Apparel, Market Research, Marketing Strategy, Business Strategy, Marketing, Business Development, Marketing Communications, Entrepreneurship, New Business Development, Strategic Planning, Sales, Team Leadership, Public Speaking, Strategy, Competitive Analysis, Project Management, Market Analysis, Marketing Management, International Business, Microsoft Excel, Microsoft Office, Negotiation, Financial Analysis, Teamwork, Leadership
Education
Hult International Business School 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Hult International Business School 2011 — 2012
Masters in International Business, International Business
Georgetown University 2005 — 2009
BS, Major: Marketing and Finance, Minor: Philosophy
Georgetown University - The McDonough School of Business 2005 — 2009
BS, Major: Marketing and Finance
Andriana Diez's J.P. Morgan Private Bank Experience August 2011 - April 2013
Job The Wharton School & The Lauder Institute MBA & MA International Studies, Class of 2015
Industry Management Consulting
Experience
The Wharton School and The Lauder Institute May 2013 - May 2015
Bain & Company June 2014 - August 2014
J.P. Morgan Private Bank August 2011 - April 2013
J.P. Morgan Private Bank August 2009 - August 2011
J.P. Morgan Investment Bank July 2008 - August 2009
J.P. Morgan Investment Bank May 2007 - August 2007
GE Capital May 2006 - August 2006
Northrop Grumman Corporation May 2005 - August 2005
Skills
Financial Modeling, Capital Markets, Bloomberg, Equities, Valuation, Fixed Income, Investment Banking, Investments, Alternative Investments, Hedge Funds, Series 7, Corporate Finance, Private Equity, Financial Analysis, Derivatives, Asset Management, Due Diligence
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
The Lauder Institute – University of Pennsylvania 2013 — 2015
Master of Arts (MA), International Studies, Director's List 2014-2015
Yale University 2004 — 2008
BA, Psychology, Departmental Honors in Psychology
The Hackley School 2000 — 2004
The Wharton School and The Lauder Institute May 2013 - May 2015
Bain & Company June 2014 - August 2014
J.P. Morgan Private Bank August 2011 - April 2013
J.P. Morgan Private Bank August 2009 - August 2011
J.P. Morgan Investment Bank July 2008 - August 2009
J.P. Morgan Investment Bank May 2007 - August 2007
GE Capital May 2006 - August 2006
Northrop Grumman Corporation May 2005 - August 2005
Skills
Financial Modeling, Capital Markets, Bloomberg, Equities, Valuation, Fixed Income, Investment Banking, Investments, Alternative Investments, Hedge Funds, Series 7, Corporate Finance, Private Equity, Financial Analysis, Derivatives, Asset Management, Due Diligence
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
The Lauder Institute – University of Pennsylvania 2013 — 2015
Master of Arts (MA), International Studies, Director's List 2014-2015
Yale University 2004 — 2008
BA, Psychology, Departmental Honors in Psychology
The Hackley School 2000 — 2004
Julia Fowler's J.P. Morgan Private Bank Experience October 2010 - Present
Job at JP Morgan Private Bank
Industry Higher Education
Experience
JP Morgan Private Bank October 2010 - Present
Columbia University School of the Arts August 2002 - July 2005
JP Morgan Investment Bank - Mergers & Acquisitions August 1999 - April 2002
Education
City University of New York-Hunter College 2009 — 2010
Art History, Criticism and Conservation
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Bowdoin College 1989 — 1993
BA, Art History
JP Morgan Private Bank October 2010 - Present
Columbia University School of the Arts August 2002 - July 2005
JP Morgan Investment Bank - Mergers & Acquisitions August 1999 - April 2002
Education
City University of New York-Hunter College 2009 — 2010
Art History, Criticism and Conservation
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Bowdoin College 1989 — 1993
BA, Art History
Terence Walls's J.P. Morgan Private Bank Experience April 2014 - May 2015
Job Currently seeking new opportunity within Fixed Income, Liquidity Cash Management, Money Markets, Investment Management
Industry Banking
Experience
Currently seeking new opportunities in Financial Services. Fixed Income, Asset & Investment Mgmt. June 2015 - Present
JP Morgan Private Bank April 2014 - May 2015
JP Morgan Asset Manageemnt June 2008 - April 2014
JP MORGAN ASSET MANAGEMENT, INC January 2000 - June 2008
Skills
Portfolio Management, Mutual Funds, Trading, Fixed Income, Asset Managment, Investments, Securities, Alternative Investments, Capital Markets, Bonds, Credit Analysis, Credit, Financial Markets, Credit Derivatives, Investment Management, Finance, Asset Allocation, Money Market, Bloomberg
Education
Adelphi University
Master of Business Administration, Finance
Alfred University
Bachelor of Science, Business Administration
Currently seeking new opportunities in Financial Services. Fixed Income, Asset & Investment Mgmt. June 2015 - Present
JP Morgan Private Bank April 2014 - May 2015
JP Morgan Asset Manageemnt June 2008 - April 2014
JP MORGAN ASSET MANAGEMENT, INC January 2000 - June 2008
Skills
Portfolio Management, Mutual Funds, Trading, Fixed Income, Asset Managment, Investments, Securities, Alternative Investments, Capital Markets, Bonds, Credit Analysis, Credit, Financial Markets, Credit Derivatives, Investment Management, Finance, Asset Allocation, Money Market, Bloomberg
Education
Adelphi University
Master of Business Administration, Finance
Alfred University
Bachelor of Science, Business Administration
Wilton Tam's J.P. Morgan Private Bank Experience October 2003 - April 2006
Job Valuation Product Controller at UBS Investment Bank
Industry Investment Banking
Experience
Equities Valuations - UBS May 2008 - Present
UBS May 2006 - May 2008
JP Morgan Private Bank October 2003 - April 2006
New York Stock Exchange January 2002 - March 2003
Skills
Valuation, Equities, VBA, Derivatives
Education
The University of Chicago 2007 — 2009
MS, Financial Mathematics
Binghamton University 1997 — 2001
BS, Computer Science
Equities Valuations - UBS May 2008 - Present
UBS May 2006 - May 2008
JP Morgan Private Bank October 2003 - April 2006
New York Stock Exchange January 2002 - March 2003
Skills
Valuation, Equities, VBA, Derivatives
Education
The University of Chicago 2007 — 2009
MS, Financial Mathematics
Binghamton University 1997 — 2001
BS, Computer Science
Wes Tolson's J.P. Morgan Private Bank Experience January 2013 - March 2013
Job Client Service Professional
Industry Banking
Experience
J.P. Morgan Private Bank January 2013 - March 2013
JPMorgan Chase Bank May 2010 - January 2013
Depo Texas March 2009 - March 2010
WrightWay Presentations, Inc July 2008 - February 2009
Team Express, Inc November 2006 - July 2008
Skills
Credit, Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Series 63, Credit Analysis, Retail Banking, Commercial Lending, Loan Origination, Mortgage Banking, Series 6, Investments, Loans
Education
Trinity University 2004 — 2008
Bachelor of Arts, Economics and Spanish
J.P. Morgan Private Bank January 2013 - March 2013
JPMorgan Chase Bank May 2010 - January 2013
Depo Texas March 2009 - March 2010
WrightWay Presentations, Inc July 2008 - February 2009
Team Express, Inc November 2006 - July 2008
Skills
Credit, Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Series 63, Credit Analysis, Retail Banking, Commercial Lending, Loan Origination, Mortgage Banking, Series 6, Investments, Loans
Education
Trinity University 2004 — 2008
Bachelor of Arts, Economics and Spanish
Nathan Wiesenfeld's J.P. Morgan Private Bank Experience April 2011 - Present
Job Managing Director, Senior Banker at JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank April 2011 - Present
OSS Capital Managment May 2009 - April 2010
Lehman Brothers October 2000 - June 2008
Donaldson, Lufkin & Jenrette September 1986 - October 2000
Education
Wharton School, University of Pennsylvania 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of California, Berkeley
Bachelor of Arts (BA), History
Francis W. Parker School
JP Morgan Private Bank April 2011 - Present
OSS Capital Managment May 2009 - April 2010
Lehman Brothers October 2000 - June 2008
Donaldson, Lufkin & Jenrette September 1986 - October 2000
Education
Wharton School, University of Pennsylvania 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of California, Berkeley
Bachelor of Arts (BA), History
Francis W. Parker School
Jessica Chane's J.P. Morgan Private Bank Experience January 2015 - Present
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Private Bank January 2015 - Present
J.P. Morgan Private Bank July 2011 - January 2015
J.P. Morgan Private Bank July 2008 - June 2011
J.P. Morgan Private Bank June 2007 - August 2007
The Glenmede Trust Company, N.A. June 2006 - August 2006
The Wellness Community of Philadelphia June 2005 - August 2005
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
Bachelor's degree, Finance and Marketing
J.P. Morgan Private Bank January 2015 - Present
J.P. Morgan Private Bank July 2011 - January 2015
J.P. Morgan Private Bank July 2008 - June 2011
J.P. Morgan Private Bank June 2007 - August 2007
The Glenmede Trust Company, N.A. June 2006 - August 2006
The Wellness Community of Philadelphia June 2005 - August 2005
Education
Tulane University - A.B. Freeman School of Business 2004 — 2008
Bachelor's degree, Finance and Marketing
Kevin Sherman, CFP®'s J.P. Morgan Private Bank Experience June 2013 - Present
Job Executive Director at JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank June 2013 - Present
Lenox Advisors, Inc January 2008 - June 2013
Lenox Advisors, Inc January 2007 - December 2007
Lenox Advisors, Inc January 2001 - December 2006
Cowan Financial Group January 1999 - December 2000
Cowan Financial Group November 1994 - December 1998
Skills
Retirement Planning, Asset Management, Estate Planning, Risk Management, Finance, Employee Benefits
Education
Boston College 1990 — 1994
BS, Political Science
Xavier High School 1986 — 1990
JP Morgan Private Bank June 2013 - Present
Lenox Advisors, Inc January 2008 - June 2013
Lenox Advisors, Inc January 2007 - December 2007
Lenox Advisors, Inc January 2001 - December 2006
Cowan Financial Group January 1999 - December 2000
Cowan Financial Group November 1994 - December 1998
Skills
Retirement Planning, Asset Management, Estate Planning, Risk Management, Finance, Employee Benefits
Education
Boston College 1990 — 1994
BS, Political Science
Xavier High School 1986 — 1990
Leyla Cruz's J.P. Morgan Private Bank Experience July 2002 - December 2005
Job Client financing
Industry Banking
Experience
Standard Bank London January 2006 - Present
JP Morgan Private Bank July 2002 - December 2005
UBS Painewebber February 2001 - July 2002
Prudential Securities August 2000 - February 2001
Raymond James Financial December 1998 - August 2000
Skills
Finance, Banking, Customer Service, Microsoft Office, Management, Teamwork, Microsoft Word, Business Development
Education
Hunter College 2001 — 2005
BA, Economics
Standard Bank London January 2006 - Present
JP Morgan Private Bank July 2002 - December 2005
UBS Painewebber February 2001 - July 2002
Prudential Securities August 2000 - February 2001
Raymond James Financial December 1998 - August 2000
Skills
Finance, Banking, Customer Service, Microsoft Office, Management, Teamwork, Microsoft Word, Business Development
Education
Hunter College 2001 — 2005
BA, Economics
Chelsea Grue Gildea's J.P. Morgan Private Bank Experience June 2007 - Present
Job Senior Client Service Associate & Yoga Teacher
Industry Banking
Experience
Pure Yoga Pilates Studio April 2012 - Present
J.P. Morgan Private Bank June 2007 - Present
Ameriprise Financial Services, Inc. August 2005 - April 2007
Skills
Microsoft Office, Excel, Word, Customer Service, Customer Relations, Attention to Detail, Hatha Yoga, Microsoft Excel, Leadership, Microsoft Word
Education
OM Yoga 2011 — 2012
200-hour yoga teacher-training, Hatha Yoga
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science, Marketing and Management
Pure Yoga Pilates Studio April 2012 - Present
J.P. Morgan Private Bank June 2007 - Present
Ameriprise Financial Services, Inc. August 2005 - April 2007
Skills
Microsoft Office, Excel, Word, Customer Service, Customer Relations, Attention to Detail, Hatha Yoga, Microsoft Excel, Leadership, Microsoft Word
Education
OM Yoga 2011 — 2012
200-hour yoga teacher-training, Hatha Yoga
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science, Marketing and Management
Gary Gunsalus's J.P. Morgan Private Bank Experience December 2014 - Present
Job JP Morgan Private Bank
Industry Banking
Experience
JP Morgan Private Bank December 2014 - Present
JPMorgan Chase May 2012 - December 2014
Arizona Premier Insurance June 2011 - May 2012
Liberty Mutual Insurance February 2007 - June 2011
Arizona Blinds January 2006 - January 2008
Skills
Sales, Series 7, Series 63, Series 6, Life Insurance
Education
Arizona State University 2002 — 2004
Business, Management, Marketing, and Related Support Services
Scottsdale Community College 2000 — 2002
Associates, Business
JP Morgan Private Bank December 2014 - Present
JPMorgan Chase May 2012 - December 2014
Arizona Premier Insurance June 2011 - May 2012
Liberty Mutual Insurance February 2007 - June 2011
Arizona Blinds January 2006 - January 2008
Skills
Sales, Series 7, Series 63, Series 6, Life Insurance
Education
Arizona State University 2002 — 2004
Business, Management, Marketing, and Related Support Services
Scottsdale Community College 2000 — 2002
Associates, Business
Christina M. Baltz's J.P. Morgan Private Bank Experience March 2003 - April 2007
Job Managing Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2007 - Present
JP Morgan Private Bank March 2003 - April 2007
Cadwalader, Wickersham & Taft LLP January 2001 - February 2003
Cadwalader, Wickersham & Taft LLP February 1999 - December 2000
Cravath, Swaine & Moore LLP February 1996 - January 1999
Morgan Guaranty Trust Company of New York January 1994 - January 1996
Cravath, Swaine & Moore LLP September 1990 - December 1993
Skills
Family Office, Corporate Governance, Wealth, Succession Planning, Financial Advisory
Education
New York University
LL.M, Taxation
Tulane Law School
JD, magna cum laude
Barnard College
BA, English
UBS Wealth Management June 2007 - Present
JP Morgan Private Bank March 2003 - April 2007
Cadwalader, Wickersham & Taft LLP January 2001 - February 2003
Cadwalader, Wickersham & Taft LLP February 1999 - December 2000
Cravath, Swaine & Moore LLP February 1996 - January 1999
Morgan Guaranty Trust Company of New York January 1994 - January 1996
Cravath, Swaine & Moore LLP September 1990 - December 1993
Skills
Family Office, Corporate Governance, Wealth, Succession Planning, Financial Advisory
Education
New York University
LL.M, Taxation
Tulane Law School
JD, magna cum laude
Barnard College
BA, English
Charles Savinar's J.P. Morgan Private Bank Experience January 2013 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank January 2013 - Present
Barclays October 2011 - December 2012
J.P. Morgan Asset Management June 2011 - September 2011
J.P. Morgan Private Bank July 2008 - June 2011
J.P. Morgan Private Bank August 2007 - November 2007
Skills
Alternative Investments, Finance, Banking, Credit
Education
University of Denver 2004 — 2008
BA, International Relations, Economics
J.P. Morgan Private Bank January 2013 - Present
Barclays October 2011 - December 2012
J.P. Morgan Asset Management June 2011 - September 2011
J.P. Morgan Private Bank July 2008 - June 2011
J.P. Morgan Private Bank August 2007 - November 2007
Skills
Alternative Investments, Finance, Banking, Credit
Education
University of Denver 2004 — 2008
BA, International Relations, Economics
David Fermo's J.P. Morgan Private Bank Experience December 1994 - Present
Job Managing Director, Senior Banker at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan Private Bank December 1994 - Present
Goldman Sachs Asset Management December 1988 - December 1994
Education
University of Pennsylvania - The Wharton School
J.P. Morgan Private Bank December 1994 - Present
Goldman Sachs Asset Management December 1988 - December 1994
Education
University of Pennsylvania - The Wharton School
Thomas Landry's J.P. Morgan Private Bank Experience February 2004 - Present
Job Executive Director at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan Private Bank February 2004 - Present
Skills
Portfolio Management
Education
University of Colorado at Boulder - Leeds School of Business
BS, Business
J.P. Morgan Private Bank February 2004 - Present
Skills
Portfolio Management
Education
University of Colorado at Boulder - Leeds School of Business
BS, Business
Shiloh Rony's J.P. Morgan Private Bank Experience January 2002 - January 2005
Job
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Credit Suisse AG January 2008 - July 2009
Citi Private Bank January 2006 - January 2008
JP Morgan Private Bank January 2002 - January 2005
Education
Florida International University 2009 — 2011
MA
University of San Diego School of Law 2000 — 2001
LL.M (Candidate)
University of Buckingham Law School 1998 — 2000
LL.B
Merrill Lynch October 2010 - Present
Credit Suisse AG January 2008 - July 2009
Citi Private Bank January 2006 - January 2008
JP Morgan Private Bank January 2002 - January 2005
Education
Florida International University 2009 — 2011
MA
University of San Diego School of Law 2000 — 2001
LL.M (Candidate)
University of Buckingham Law School 1998 — 2000
LL.B
Charlene Mascio's J.P. Morgan Private Bank Experience June 2010 - August 2013
Job Executive Director at J.P. Morgan Global Wealth Management
Industry Investment Management
Experience
J.P. Morgan Global Wealth Management August 2013 - Present
J.P. Morgan Private Bank June 2010 - August 2013
J.P. Morgan Investment Management October 2003 - May 2010
Waddell & Reed May 2001 - September 2003
Skills
Investments, Commingled Pension..., Hedge Funds, Equities, Structured Notes, Defined Contribution, Employee Stock Plans, 10b5-1 Plans, Directed Share Plans, Stable Value, Product Development, Product Management, Project Management, Business Development, Business Process..., Investment Management, Wealth Management, Derivatives, Fixed Income, Asset Management, Interest Rate..., Structured Products, Securities
Education
University of Delaware 1997 — 2001
J.P. Morgan Global Wealth Management August 2013 - Present
J.P. Morgan Private Bank June 2010 - August 2013
J.P. Morgan Investment Management October 2003 - May 2010
Waddell & Reed May 2001 - September 2003
Skills
Investments, Commingled Pension..., Hedge Funds, Equities, Structured Notes, Defined Contribution, Employee Stock Plans, 10b5-1 Plans, Directed Share Plans, Stable Value, Product Development, Product Management, Project Management, Business Development, Business Process..., Investment Management, Wealth Management, Derivatives, Fixed Income, Asset Management, Interest Rate..., Structured Products, Securities
Education
University of Delaware 1997 — 2001
Justin Kastan's J.P. Morgan Private Bank Experience April 2010 - Present
Job Vice President J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank April 2010 - Present
JPMorgan Chase April 2006 - April 2010
Merrill Lynch January 2005 - April 2006
Education
University at Albany
Bachelor of Science (B.S.), Business Administration and Management, General
J.P. Morgan Private Bank April 2010 - Present
JPMorgan Chase April 2006 - April 2010
Merrill Lynch January 2005 - April 2006
Education
University at Albany
Bachelor of Science (B.S.), Business Administration and Management, General
Michael Kirwan's J.P. Morgan Private Bank Experience July 2002 - July 2005
Job Partner at JB Investments LLC
Industry Investment Management
Experience
JB Investments LLC May 2015 - Present
Mariner Investment Group July 2005 - May 2015
J.P. Morgan Private Bank July 2002 - July 2005
Goldman Sachs August 2000 - July 2002
Skills
Alternative Investments, Asset Management, Hedge Funds, Equities, Investments, Portfolio Management, Fixed Income, Private Equity, Capital Markets, Due Diligence
Education
United States Naval Academy 1991 — 1995
JB Investments LLC May 2015 - Present
Mariner Investment Group July 2005 - May 2015
J.P. Morgan Private Bank July 2002 - July 2005
Goldman Sachs August 2000 - July 2002
Skills
Alternative Investments, Asset Management, Hedge Funds, Equities, Investments, Portfolio Management, Fixed Income, Private Equity, Capital Markets, Due Diligence
Education
United States Naval Academy 1991 — 1995