MANAGING DIRECTOR, J.P. MORGAN PRIVATE BANK
WHY: Market manager for private bank’s ultra-high-net-worth individuals and businesses in Orange County and San Diego; previously spent decade at Wells Fargo’s Private Bank “serving as the team lead for many of Orange County’s most complex families.”
RECENT: Rapidly expanding bank’s presence in the region through an growth strategy that draws on nearly 20 years of experience in the Wealth Management arena.
NOTABLE: On the governing boards of Segerstrom Center for the Arts and the United Way of Orange County; chair of JPMorgan Chase Foundation’s Southern California Philanthropic Leadership Council.