As an Executive Director and Banker at J.P. Morgan Private Bank, I work with a range of sophisticated investors, including business owners, corporate executives and retirees enjoying their legacies and who desire the fortress balance sheet and global capabilities of one of the world’s most renowned ...more

As an Executive Director and Banker at J.P. Morgan Private Bank, I work with a range of sophisticated investors, including business owners, corporate executives and retirees enjoying their legacies and who desire the fortress balance sheet and global capabilities of one of the world’s most renowned investment firms. I am a dedicated advocate for delivering customized wealth management strategies to help pursue their most important aspirations. I take a big-picture approach, first understanding my clients’ immediate needs and then evaluating their complex financial scenarios. I orchestrate a team of specialists in sophisticated disciplines—estate planning, investment structuring, lending and more—to design integrated and long-term paths forward. I network across the enterprise to find best practices for addressing the challenges and opportunities of financial success. My focus is on providing clients with the peace of mind that comes from knowing their wealth is being carefully handled. JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (“JPMS”), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. “J.P. Morgan Private Bank” is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide.less