MANAGING DIRECTOR, JP MORGAN PRIVATE BANK
WHY: Market manager for private bank’s ultra-high-net-worth and high-net-worth clients in Orange County and San Diego. Manages a team of professionals that offers customized guidance on growing and preserving wealth.
IN THE NEWS: Provides commentary for Business Journal’s weekly Stock Index.
QUOTABLE: “As an investor, there is always something to be worried about. Last year, it was new variants of COVID- 19. Today, it’s hot inflation, central bank policy tightening and geopolitical conflicts.”
