JPMorgan Private Wealth Management

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JPMorgan Private Wealth Management Employees

Employee
Years
Job
Industry
Chase LaFerney Chase LaFerney Plano, Texas Details
Chase LaFerney's JPMorgan Private Wealth Management Experience June 2010 - August 2010
Job Senior Financial Analyst at Pizza Hut
Industry Food & Beverages
Experience
Pizza Hut  October 2012 - Present
Merrill Lynch  June 2011 - October 2012
SMU Venture Fund   August 2010 - May 2011
JPMorgan Private Wealth Management   June 2010 - August 2010
Chase Performance Ventures, LLC   October 2006 - May 2008
Devil's Delivery Service   January 2003 - January 2006

Skills
Financial Modeling, Investments, Valuation, Portfolio Management, Equities, Financial Analysis, Hedge Funds, Asset Managment, Private Equity, Series 7, Asset Allocation, Alternative Investments, Due Diligence, Wealth Management, Venture Capital, Mutual Funds, Fixed Income, Capital Markets, Retirement Planning, Investment Strategies, Asset Management, Business Planning

Education
Cox School of Business, Southern Methodist University   2009 — 2011
Master, Finance, Strategy, Entrepreneurship, 3.4

Duke University   2002 — 2006
Bachelor of Arts, Philosophy, Certification in Markets & Management, Certificate in Entrepreneurship

St. Mark's School of Texas   1995 — 2002

Edward Michigan Edward Michigan Greater New York City Area Details
Edward Michigan's JPMorgan Private Wealth Management Experience July 2008 - December 2009
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2010 - Present
JPMorgan Private Wealth Management   July 2008 - December 2009
JPMorgan Chase Bank  June 2007 - August 2007
JPMorgan Chase Bank  June 2006 - August 2006

Education
Simon School of Business   2004 — 2008
Certificate, Business Management

University of Rochester
Bachelors of Arts, History

New York Institute of Finance
Credit Risk Analysis

Andy O'Connell Andy O'Connell Dallas/Fort Worth Area Details
Andy O'Connell's JPMorgan Private Wealth Management Experience March 2005 - February 2007
Job Account Vice President Wealth Management, UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services  October 2013 - Present
JPMorgan Private Bank  February 2007 - October 2013
JPMorgan Private Wealth Management   March 2005 - February 2007

Education
Southern Methodist University   1998 — 2002
Finance

Robyn Martinez, CWS Robyn Martinez, CWS Greater Salt Lake City Area Details
Robyn Martinez, CWS's JPMorgan Private Wealth Management Experience January 2000 - July 2010
Job Senior Private Client Advisor at Bank of the West
Industry Banking
Experience
Bank of the West  February 2012 - Present
Wells Fargo Private Bank  July 2010 - March 2012
JPMorgan Private Wealth Management   January 2000 - July 2010
Zions Bancorporation  April 1995 - December 2000
Salt Lake Community College  January 1998 - January 1999
PAYCHEX, INC  January 1993 - January 1995

Skills
Relationship Management, Wealth Management, Financial Services, Banking, Leadership, Training, Investments, Financial Analysis, Credit, Portfolio Management, Management, Adult Education, Group Facillitation..., Adult Learning, Finance

Education
Salt Lake Community College
Finance & Business Administration

Pamela Williams Pamela Williams Cincinnati Area Details
Pamela Williams's JPMorgan Private Wealth Management Experience June 2008 - June 2009
Job Business Owner
Industry Consumer Services
Experience
Mobile Desk Pal   June 2010 - Present
Cincinnati USA Regional Chamber  2009 - 2010
JPMorgan Private Wealth Management   June 2008 - June 2009
JPMorgan Chase  March 2005 - June 2008
Gradison McDonald Financial   December 2004 - March 2005
American Express  2003 - 2005
Provident Securities & Investments   February 1997 - June 2003
Provident Securities   April 1995 - February 2003
Central Hardware  April 1989 - March 1993

Skills
Customer Service, Team Building, Sales, Small Business, Strategic Planning, Public Speaking, Marketing, Financial Analysis, New Business Development, Coaching, Insurance, Budgets, Sales Management, Training, Leadership, Strategy, Networking, Time Management, Investments, Account Management, Entrepreneurship, Analysis, Business Development, Microsoft Office, CRM, Marketing Strategy, Finance, Real Estate, Business Planning, Fundraising, Microsoft Excel, Banking, Management, Employee Benefits, Customer Retention, Access, Social Media Marketing, Project Planning, Social Networking, Social Media, Leadership Development, Business Strategy, Start-ups

Education
Nyack College   2009 — 2011
BA, Organizational Leadership

University of Cincinnati   1993 — 1995
Associate, Science

interested in connecting

Jim Berki Jim Berki Chicago, Illinois Details
Jim Berki's JPMorgan Private Wealth Management Experience October 2010 - August 2011
Job Associate Managing Director at the Private Bank and Trust Company
Industry Financial Services
Experience
The PrivateBank  September 2012 - Present
Bank of America Merrill Lynch  August 2011 - September 2012
JPMorgan Private Wealth Management   October 2010 - August 2011
JPMorgan  June 2009 - October 2010
JPMorgan  May 2008 - August 2008
JPMorgan  May 2007 - July 2007
Wrigley  May 2006 - August 2006

Skills
Portfolio Management, Banking, Credit, Financial Reporting, Mutual Funds, Data Modeling, Financial Modeling, Bloomberg, Private Banking, Finance, Commodity, Financial Analysis, Valuation

Education
University of Iowa   2005 — 2009
BBA, Finance, Political Science

University of Iowa - Henry B. Tippie College of Business   2005 — 2009
B.B.A, Finance

Amy Griman Amy Griman Indianapolis, Indiana Area Details
Amy Griman's JPMorgan Private Wealth Management Experience October 2004 - March 2010
Job Regional Trust Director, Indiana and Kentucky at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank  April 2010 - Present
Fifth Third Bank  April 2010 - April 2015
JPMorgan Private Wealth Management   October 2004 - March 2010

Skills
Management, Banking, Investments, Credit, Portfolio Management, Wealth Management, Loans, Risk Management, Commercial Lending, Financial Analysis

Education
University of Dayton School of Law   1992 — 1995
JD, Law

Franklin College   1988 — 1992
BA, History and Political Science

Jackie Merrick Jackie Merrick Austin, Texas Area Details
Jackie Merrick's JPMorgan Private Wealth Management Experience January 2009 - October 2011
Job Private Wealth Advisors Registered Representative, RJFS at Texas Capital Bank
Industry Financial Services
Experience
Texas Capital Bank  April 2015 - Present
Raymond James Financial Inc.  October 2011 - April 2015
JPMorgan Private Wealth Management   January 2009 - October 2011
JPMorgan Chase Bank, N.A.   May 2007 - January 2009
Texas Global   May 2006 - May 2007

Education
Texas A&M University - Mays Business School   2003 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General

Cedar Park High School

Sean Story Sean Story Greater Chicago Area Details
Sean Story's JPMorgan Private Wealth Management Experience September 2009 - November 2010
Job COO & CFO at CBC Specialty Beverage
Industry Food & Beverages
Experience
CBC Specialty Beverage   March 2013 - Present
Campus 2 Career   November 2013 - Present
Associated Colleges of Illinois  February 2013 - February 2015
Princeton Entrepreneur Network - Chicago   December 2011 - March 2013
Northern Trust  November 2010 - March 2013
Silver Step   October 2010 - January 2013
JPMorgan Private Wealth Management   September 2009 - November 2010
JPMorgan Chase  August 2004 - September 2009

Skills
Team Leadership, Professional Networking, Corporate Finance, Wealth Management, Higher Education, Building Relationships, Innovation, New Business Development, Business Networking, Entrepreneurship, Cross-functional Team..., Structured Finance, Leadership

Education
Northwestern University - Kellogg School of Management   2007 — 2010
M.B.A., Marketing and Finance

Princeton University   2000 — 2004
B.A., Political Science

Karen Morse Karen Morse Greater Chicago Area Details
Karen Morse's JPMorgan Private Wealth Management Experience December 2005 - April 2010
Job Associate Director Financial Planning at Edelman Fiinancial Services
Industry Financial Services
Experience
Edelman Fiinancial Services   August 2010 - Present
JPMorgan Private Wealth Management   December 2005 - April 2010
Harris Trust and Savings Bank / Sullivan, Bruyette, Speros & Blayney   May 2000 - December 2005
American Express Financial Advisors  April 1987 - May 2000

Skills
Estate Planning, Strategic Financial..., Retirement Planning, Investments

Education
University of Iowa
BA

Institute for Certified Bankers   2006 — 2007
Certified Trust and Financial Analyst (CTFA)

Quantum Institute   1990 — 1990
Certified Divorce Financial Analyst (CDFA)

College for Financial Planning   1988 — 1990
Certified Financial Planner (CFP)

Eric Alberico Eric Alberico Greater Chicago Area Details
Eric Alberico's JPMorgan Private Wealth Management Experience August 2007 - June 2011
Job Investment Specialist at JPMorgan Private Bank
Industry Investment Management
Experience
JPMorgan Private Bank  June 2015 - Present
JPMorgan Private Bank  February 2013 - Present
JPMorgan Private Bank  June 2011 - February 2013
JPMorgan Private Wealth Management   August 2007 - June 2011
Chase Investment Services Inc   June 2006 - August 2008

Skills
Asset Allocation, Series 63, Series 7, Portfolio Management, Fixed Income

Education
Illinois State University   2002 — 2006
Bachelor of Science, Finance

Brian Slates Brian Slates Columbus, Ohio Area Details
Brian Slates's JPMorgan Private Wealth Management Experience 2007 - Present
Job Business Analyst at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase  February 2011 - Present
JPMorgan Private Wealth Management   2007 - Present
J.P. Morgan Asset Manament   2007 - 2011

Education
Lock Haven University of Pennsylvania   1989 — 1993
Mgmt Science: Accounting

Michael Horlick Michael Horlick Dallas/Fort Worth Area Details
Michael Horlick's JPMorgan Private Wealth Management Experience April 2008 - August 2010
Job Principal at Southern Wealth Management
Industry Financial Services
Experience
Southern Wealth Management   January 2012 - Present
Four Corners Wealth Management LLC   August 2010 - January 2012
JPMorgan Private Wealth Management   April 2008 - August 2010
Bank of America Private Bank/US Trust   April 2001 - April 2008
The Ayco Company, L.P.   November 1999 - April 2001

Skills
Wealth Management..., High Net Worth..., Wealth Management, Investment Advisory, Investment Strategies, Retirement Planning, Financial Advisory, Asset Allocation, Estate Planning, Investment Management, Finance, Mutual Funds, Investments, Asset Management, Strategic Financial...

Education
University of North Carolina at Chapel Hill   1986 — 1991
BSBA/MAC, Accounting/Tax

Bradford Fulton, Jr. Bradford Fulton, Jr. Greater New York City Area Details
Bradford Fulton, Jr.'s JPMorgan Private Wealth Management Experience July 2007 - December 2010
Job Internal Client Advisor at JPMorgan
Industry Financial Services
Experience
JPMorgan  October 2010 - Present
JPMorgan Private Wealth Management   July 2007 - December 2010

Skills
Wealth Management, Asset Management, Capital Markets, Investments, Asset Allocation, Portfolio Management, Financial Advisory, Wealth, Fixed Income, Equities, Valuation, Alternative Investments, Series 7, Hedge Funds, Analysis, Bloomberg, Financial Analysis

Education
Morehouse College   2003 — 2007
B.A., Business Administration (Finance)