Managing Director, JPMorgan Private Bank
WHY: Market manager for private bank’s ultra-high net worth individuals and businesses in Orange County. No relation to famous family of bank. Previously spent decade at Wells Fargo’s Private Bank, “serving as the team lead for many of Orange County’s most complex families.”
RECENT: Opening Private Bank branch in San Diego next year, expects to hire up to 40 employees at the new location in the next four years.
NOTABLE: Chairs JP Morgan Chase Foundation’s Southern California Philanthropic Leadership Council.
FUN FACTS: Four varsity sports: basketball, soccer, track and field, baseball; favorite film: “The Godfather” trilogy.