JP Morgan Private Wealth Management

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JP Morgan Private Wealth Management Employees

Employee
Years
Job
Industry
Matt Sigler, CFP® Matt Sigler, CFP® Indianapolis, Indiana Area Details
Matt Sigler, CFP®'s JP Morgan Private Wealth Management Experience September 2005 - March 2010
Job Personal Financial Advisor, Avalon Wealth Advisory
Industry Financial Services
Experience
Avalon Wealth Advisory   November 2014 - Present
Fifth Third Private Bank  March 2010 - November 2014
J.P. Morgan Private Wealth Management   September 2005 - March 2010

Skills
Wealth Management, Portfolio Management, Loans, Credit, Financial Advisory, Series 63, Finance, Banking, Commercial Lending, Investments, Small Business Lending, Credit Analysis, Financial Analysis, Financial Services, Commercial Banking, Retirement Planning, Asset Management, Mutual Funds, Financial Planning, Private Banking, Risk Management

Education
DePauw University   1993 — 1997
Economics, Music

Carmel High School   1990 — 1993

Tracy A. Gravius Tracy A. Gravius Greater New York City Area Details
Tracy A. Gravius's JP Morgan Private Wealth Management Experience October 2009 - April 2012
Job J.P.Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank   March 2013 - Present
JPMorgan Chase, Chase Private Client   April 2012 - March 2013
J.P. Morgan Private Wealth Management   October 2009 - April 2012
J.P. Morgan Private Wealth Management   December 2005 - October 2009

Skills
Private Banking, Hedge Funds, Private Equity, Alternative Investments, Asset Management, Wealth Management..., Equities, Fixed Income, Real Estate Investor, Mutual Funds, Structured Investments, Investments, Derivatives, Separately Managed..., Personal Financial..., Credit, Portfolio Management

Education
Marist College   2004 — 2005
Paralegal Studies

Western Connecticut State University   1998 — 2002
Bachelor of Business Administration (B.B.A.), Supervisory Management

Max (Mengxi) Liu Max (Mengxi) Liu Greater Boston Area Details
Max (Mengxi) Liu's JP Morgan Private Wealth Management Experience June 2008 - July 2008
Job Student
Industry Management Consulting
Experience
PwC  June 2012 - August 2012
Aramark Service Industries (China) Co., Ltd   June 2011 - August 2011
ARAMARK  June 2011 - August 2011
US Senate John Kerry Office   July 2010 - August 2010
Strathmore Music Center   December 2005 - April 2010
Music and Art Center   April 2009 - October 2009
JP Morgan Private Wealth Management   June 2008 - July 2008

Skills
Leadership, PowerPoint, Microsoft Excel

Education
Boston College   2009 — 2013
Accounting, International Business

Boston College

Carroll School of Management
Bachelor, Science Accounting and Corporate Management

Thomas S. Wootton High School

Cameron Deptula Cameron Deptula Dallas/Fort Worth Area Details
Cameron Deptula's JP Morgan Private Wealth Management Experience June 2011 - August 2011
Job Associate, Capital Markets Retail Investment Sales at CBRE
Industry Real Estate
Experience
CBRE  August 2012 - Present
J.P. Morgan Private Wealth Management   June 2011 - August 2011
Grand Marc at Westberry Place   July 2010 - May 2011
Billingsley Company  April 2009 - January 2010
Dallas Country Club  April 2008 - August 2008

Skills
Excel, Word, PowerPoint, Adobe Creative Suite, Social Media, Investments, Real Estate, Accounting, Marketing, Commercial Real Estate, Retail, Disposition, Financial Analysis, Brokerage, Financial Modeling, Market Research, Lease Administration, Real Estate Transactions, Negotiation, Investment Properties, Real Estate Financing, Leases, Location Intelligence, Microsoft Excel, Microsoft Word, Real Estate Economics, Property

Education
Neeley School of Business   2009 — 2012
Bachelor of Business Administration, Finance

Texas Christian University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Texas Christian University - M.J. Neeley School of Business   2008 — 2012
BBA, Finance

Highland Park High School   2005 — 2008

Lori Tose Lori Tose Columbus, Ohio Area Details
Lori Tose's JP Morgan Private Wealth Management Experience February 2003 - July 2011
Job Private Client Investment Associate at JPMorgan Chase Bank, NA
Industry Investment Management
Experience
JPMorgan Chase Bank, NA  April 2013 - Present
JPMorgan Chase  July 2011 - April 2013
JP Morgan Private Wealth Management   February 2003 - July 2011
American Express Financial Advisors Inc (Ameriprise)   December 1992 - December 2002

Education
The Ohio State University   1983 — 1992
Bachelor of Science Degree, Liberal Arts/English

Reneta Thurairatnam, CTFA Reneta Thurairatnam, CTFA Fort Wayne, Indiana Area Details
Reneta Thurairatnam, CTFA's JP Morgan Private Wealth Management Experience June 2009 - April 2014
Job VP, Wealth Advisor at Lake City Bank
Industry Financial Services
Experience
Lake City Bank  August 2014 - Present
JP Morgan Private Bank  April 2014 - August 2014
JP Morgan Private Wealth Management   June 2009 - April 2014
Indiana's News Center  September 2011 - May 2012
National City Bank  November 2007 - June 2009
National City Bank  January 2006 - November 2007
National City Bank  June 2004 - January 2006
National City Bank  June 2002 - June 2004
National City Bank  August 1998 - June 2002
Old National Bank  July 1997 - August 2001

Education
University of Notre Dame   2015 — 2015
Cannon Trust School, Trust

University of Saint Francis   2007 — 2011
MBA, International Business

Huntington College   1998 — 2002
BS, Business Economics, Minor in Management

Casey Cross Casey Cross San Francisco Bay Area Details
Casey Cross's JP Morgan Private Wealth Management Experience January 2005 - November 2009
Job Trust Manager at Westamerica Bank
Industry Banking
Experience
Westamerica Bank  November 2012 - Present
Mechanics Bank  December 2009 - September 2012
JP Morgan Private Wealth Management   January 2005 - November 2009
Huntington Bank  January 1999 - January 2005
Old Kent Bank  January 1996 - January 1999
Comerica Bank  January 1994 - January 1996

Skills
Investment Management, Banking, Financial Analysis, Trust Administration, Sales Management, Strategic Planning, Public Speaking, Asset Management, Business Development, Cash Management, Credit Analysis, Finance, Estate Planning, Financial Risk, Financial Services, Investments, Loans, Mortgage Lending, Private Banking, Real Estate, Relationship Management, Retail Banking, Risk Management, Small Business Lending, Strategic Financial..., Wealth Management, Portfolio Management

Education
Central Michigan University   1976 — 1980
Bachelor of Science (BS), Business Administration

Central Michigan University
BS, Business Administration

Grand Valley State University

Christopher Smulski Christopher Smulski Greater Chicago Area Details
Christopher Smulski's JP Morgan Private Wealth Management Experience September 2007 - April 2011
Job Vice President, Senior Private Banker at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank  March 2011 - Present
J.P. Morgan Private Wealth Management   September 2007 - April 2011
Bank of America  October 2003 - August 2007

Skills
Investment Management, Wealth Management, Strategic Financial..., Banking, Estate Planning, Wealth Management..., Wealth, Credit, High Net Worth..., CRM, Financial Advisory, Series 7, Portfolio Management, Investments, Asset Managment, Series 63, Loans, Commercial Lending, Management, Alternative Investments, Asset Allocation, Tax, Equities

Education
DePaul University   2010 — 2011
Certified Financial Planning Program, Financial Planning

Illinois State University   1997 — 2000
Bachelor of Science, Marketing

Bradley J. Masters Bradley J. Masters Louisville, Kentucky Area Details
Bradley J. Masters's JP Morgan Private Wealth Management Experience 2009 - May 2012
Job Vice President, Business Development New Covenant Trust Company Presbyterian Foundation
Industry Financial Services
Experience
New Covenant Trust Company - The Presbyterian Foundation   May 2012 - Present
J.P. Morgan Private Wealth Management   2009 - May 2012
Loring Ward  2007 - 2009
TIAA-CREF  2002 - 2007

Skills
Investments, Wealth Management, Investment Advisory, Portfolio Management, Strategic Financial..., Asset Allocation

Education
Bellarmine University   1994 — 1997
Bachelor of Arts, English with Economics Minor

Janaye Burt, CFA Janaye Burt, CFA Scottsdale, Arizona Details
Janaye Burt, CFA's JP Morgan Private Wealth Management Experience July 2008 - October 2010
Job Associate Portfolio Manager, BMO Private Bank
Industry Financial Services
Experience
Homeward Bound  August 2013 - March 2014
BMO Harris Private Banking  October 2010 - August 2013
J.P. Morgan Private Wealth Management   July 2008 - October 2010
A.G. Edwards & Sons, Inc.   September 2007 - June 2008
Edward Jones  2007 - 2007
Cambridge Investment Research  2005 - 2006

Skills
Wealth Management, Fixed Income, Equities, Alternative Investments, Asset Allocation, Portfolio Management, Investments, Asset Management, Bloomberg, Investment Strategies

Education
Arizona State University, W. P. Carey School of Business   2004 — 2008
Bachelors of Science, Finance

David Thomforde David Thomforde Greater Chicago Area Details
David Thomforde's JP Morgan Private Wealth Management Experience February 2010 - Present
Job Client Service Associate at JP Morgan Private Wealth Management
Industry Financial Services
Experience
JP Morgan Private Wealth Management   February 2010 - Present
Charles Schwab & Co  May 2008 - April 2009
Charles Schwab & Co  May 2006 - May 2008
Charles Schwab & Co  August 1999 - May 2006
United States Marine Corps  June 1986 - November 1993

Skills
Series 7, Securities, Equities, Mutual Funds, Customer Relations, Process Improvement, Problem Solving, Risk Management, Analysis, Documentation, Business Analysis, Customer Service, Banking, Software Documentation, Investments, Fixed Income, Finance, Series 63, Portfolio Management, Financial Services

Education
Arizona State University - W. P. Carey School of Business   1996 — 1999
B.S., Finance

Greg Schoeffmann Greg Schoeffmann Greater Chicago Area Details
Greg Schoeffmann's JP Morgan Private Wealth Management Experience March 2011 - Present
Job Capital Advisor Associate at JP Morgan Chase
Industry Banking
Experience
JP Morgan Private Wealth Management   March 2011 - Present
Harris Bank  September 2010 - March 2011
Wells Fargo Bank  July 2008 - September 2010
Wells Fargo Private Bank  August 2007 - June 2008
LaSalle Bank  2007 - 2007
LaSalle Bank  May 2004 - September 2005
Ridgeview High School  August 2000 - June 2001

Education
University of Illinois at Urbana-Champaign   1995 — 1999

Jean-Pierre Green Jean-Pierre Green Greater Seattle Area Details
Jean-Pierre Green's JP Morgan Private Wealth Management Experience September 2009 - May 2012
Job
Industry Financial Services
Experience
Key Private Bank  May 2012 - Present
Seattle Repertory Theatre  July 2010 - Present
JP Morgan Private Wealth Management   September 2009 - May 2012
The Citi Private Bank   February 2000 - August 2009
AXA Advisors  1998 - 2000
US Army  June 1993 - August 1998

Skills
Wealth Management, Financial Planning, Team Oriented, Mortgage Lending, Securities Lending, Investment Strategies, Strategic Financial..., Investments, High Net Worth..., Financial Services, Team-oriented, Wealth Management..., Finance

Education
United States Military Academy at West Point   1989 — 1993
BS

Cliff Cooper Cliff Cooper Greater New York City Area Details
Cliff Cooper's JP Morgan Private Wealth Management Experience December 2007 - June 2009
Job Regional Bank | Private Banker at Wells Fargo
Industry Investment Management
Experience
Wells Fargo  September 2014 - Present
Citi Personal Wealth Management  October 2010 - November 2012
J.P. Morgan Private Wealth Management   December 2007 - June 2009
Wachovia Wealth Management  December 1999 - December 2007
LifeMark Securities Corp / LifePlans Unlimited   April 1995 - December 1999
A.G. Edwards   December 1994 - April 1995
Gateway Bank / Mabon Securities   December 1989 - December 1994

Skills
Financial Services, Wealth Management, Investment Management, Asset Allocation, Unified Managed Accounts, Equities, Fixed Income, Mutual Funds, Alternative Investments, Insurance, Banking, Relationship Management, Business Development

Education
Sacred Heart University
B.S., Business Management

Fairfield University
Certificate, Financial Planning

Travis Dunn Travis Dunn Houston, Texas Details
Travis Dunn's JP Morgan Private Wealth Management Experience August 2005 - July 2009
Job Vice President at J.P. Morgan Private Bank
Industry Investment Management
Experience
JPMorgan Private Bank  2013 - 2015
JPMorgan Private Bank  2013 - 2015
Goldman Sachs  July 2011 - September 2013
Goldman Sachs  June 2010 - August 2010
J.P. Morgan Private Wealth Management   August 2005 - July 2009

Skills
Asset Management, Capital Markets, Corporate Finance, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Management, Portfolio Management, Private Equity, Strategic Planning, Strategy, Valuation

Education
Vanderbilt University - Owen Graduate School of Management   2009 — 2011
MBA, Finance, Investment Management

Baylor University - Hankamer School of Business   2000 — 2004
BBA, Finance

Steve Everett, J.D. Steve Everett, J.D. Rochester, New York Area Details
Steve Everett, J.D.'s JP Morgan Private Wealth Management Experience June 2010 - Present
Job Trust Officer, JP Morgan Private Client
Industry Legal Services
Experience
JP Morgan Private Wealth Management   June 2010 - Present

Skills
Estate Planning, Wealth Management, Securities, Investments, Trust Services, Asset Management, Trusts, Mutual Funds, Wealth Management..., Series 7, Portfolio Management, Asset Allocation, Retirement Planning, Corporate Finance, Risk Management, Financial Analysis, Strategic Financial..., Retirement, 401k, Insurance, Private Banking, Banking, Equities, Legal Research, Financial Planning

Education
Ohio Northern University—Claude W. Pettit College of Law   2001 — 2004
JD, Law

State University of New York College at Brockport   1996 — 2001

St. Greg's!

St. Greg's!

Peter Wolters Peter Wolters Greater Milwaukee Area Details
Peter Wolters's JP Morgan Private Wealth Management Experience March 2011 - Present
Job Trust officer at JP Morgan
Industry Banking
Experience
JP Morgan Private Wealth Management   March 2011 - Present
U S Bank  January 1997 - March 2011
Associated BancCorp   January 1990 - January 1997

Education
Creighton University School of Law   1976 — 1978

Creighton University   1972 — 1974
BA, Political Science

Lawrence University   1970 — 1972

Wendy Biondo Wendy Biondo Greater Chicago Area Details
Wendy Biondo's JP Morgan Private Wealth Management Experience 1984 - 2011
Job Executive Director at JPMorgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A.   June 1984 - Present
JP Morgan Private Wealth Management   1984 - 2011

Education
Lake Forest College   1980 — 1984
BA, Business

Sara Flaum Ressler Sara Flaum Ressler Rochester, New York Area Details
Sara Flaum Ressler's JP Morgan Private Wealth Management Experience September 2009 - Present
Job Banker Associate at J.P. Morgan Private Wealth Management
Industry Banking
Experience
J.P. Morgan Private Wealth Management   September 2009 - Present
Bank of America  August 2007 - May 2008

Education
University of Rochester - Simon Business School   2008 — 2010

Syracuse University - Martin J. Whitman School of Management   2003 — 2007
General Business, Geography

Jeremy Hillenbrand Jeremy Hillenbrand Greater Milwaukee Area Details
Jeremy Hillenbrand's JP Morgan Private Wealth Management Experience February 2011 - February 2015
Job .
Industry Capital Markets
Experience
Wangard Partners, Inc.   March 2015 - Present
JP Morgan Private Wealth Management   February 2011 - February 2015
Hillenbrand Partners   December 2006 - March 2011
Alion Science and Technology  May 2005 - December 2006
Alion Science and Technology  September 2004 - September 2005
John Hancock Real Estate Investment Group (REIG)   November 2002 - August 2003
Goldman Sachs Fixed Income Currency and Commodities   June 2001 - September 2001

Education
American University   2003 — 2006
MA, International Relations

College of the Holy Cross   1998 — 2002
BA, Economics & Political Science

University of Sussex   2000 — 2001
Economics & Political Science

Jamie Lane Jamie Lane Greater Boston Area Details
Jamie Lane's JP Morgan Private Wealth Management Experience June 2013 - October 2013
Job Financial and Legal Services Expert
Industry Financial Services
Experience
Dold for Congress 2014   January 2014 - January 2015
J.P. Morgan Private Wealth Management   June 2013 - October 2013
Bernstein Global Wealth Management  September 2012 - March 2013
Avondale Partners  July 2011 - March 2012
William Blair and Company  2000 - March 2011
Katten Muchin Rosenman LLP  1996 - 2000

Skills
Finance, Investments, Financial Services, Banking, Tax, Series 7, Equities, Corporate Law, Criminal Law, Securities Litigation, Asset Management, Series 63, Series 65, Wealth Management, Estate Planning, Alternative Investments, Equity Research, Capital Markets, Securities, Hedge Funds, Mutual Funds, Valuation, Investment Management, Financial Advisory, Strategy, Asset Allocation, Private Equity, Portfolio Management, Financial Modeling

Education
Northwestern University School of Law   1993 — 1996
JD, Law, Manga Cum Laude

Colgate University   1987 — 1991
BA, Political Science, Economics

New Trier High School   1983 — 1987