JP Morgan Private Wealth Management
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JP Morgan Private Wealth Management Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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!
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
JPMorgan Chase Bank N.A. June 1984 - Present
JP Morgan Private Wealth Management 1984 - 2011
Education
Lake Forest College 1980 — 1984
BA, Business
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
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
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