JPMorgan Private Bank

Wealth management services to high-net-worth individuals
Relationships Interlocks Giving Data

Leadership & Staff

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Robert V. Graziano Los Angeles
• Managing Director
Jonathan Conner Banker
• Head of Middle East Private Banking Team (Feb 27 '13→?)
Molly M Morgan
• Vice President
Jorge Sosa International banker
• Managing Director (Apr '03→?)
Mary Callahan Erdoes Chief Executive Officer of J.P. Morgan Asset Management
• CEO ('05→?)
Jeff Whitaker President and CEO at Chevy Chase Trust
• Chief Financial Officer (May '11→Aug '14)
Jacqueline M. Plunkett Brand management, digital strategy, cultural insights; former Googler
• Banking Analyst - Financial Markets Group ('04→'05)
Erin Hogan Managing Director at Bank of America Private Bank
• Executive Director - Philanthropy Centre (past)
Kevin Leigh Senior Private Banker, JP Morgan
• Executive Director, Private Bank ('18→?)*
Michael Holden Wealth manager
• Chief Operating Officer (past)

Board Members

Maria Elena Lagomasino CEO and Managing Partner, WE Family Offices
• Chairman (past)

Donations

Open Space Institute 501(c)3 conservation organization focused on land acquisition.
• Donation/Grant

Parents

JPMorgan Chase & Co. A multinational banking corporation | World's largest public company
• Parent Org
JPMorgan Private Bank
Updated about 1 year ago

Basic Info

Types Organization, Business, Private Company
Aliases J.P. Morgan Private Bank, JP Morgan Private Bank

Source Links

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