New York, New York, United States
I partner closely with multigenerational families, CEOs, entrepreneurs, family offices and successful professionals who wish to utilize the breadth of J.P. Morgan’s industry-leading capabilities. I am especially adept at coordinating the firm’s specialist resources to structure and implement lending, trust and estate, and investment strategies. My background in capital markets and investments differentiates me from other advisors. I focus on identifying bespoke opportunities and tax-efficient strategies to improve clients’ balance sheets. I serve as their strategic partner in navigating complex approaches to long-term, multigenerational wealth appreciation.
J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). 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. (JPM). INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm .
• Utilized financial models for the valuation of companies in the energy, foodservice, industrial, and transportation/logistics industries • Reported to managing directors and interacted with analysts on current M&A assignments • Utilized Capital IQ and PitchBook in order to accurately illustrate current, as well as future, financial performance of target companies • Analyzed financial reports of public companies through their 10-K and 10-Q forms • Observed weekly executive meetings about strategy and projects including, mergers & acquisitions, capital raising, and debt restructuring