Profile Accomplished professional with extensive background in Private Wealth Management and client relationship management. Proven success in developing and cultivating a core client base. Respected leader with a M.B.A. in Finance and a demonstrated track record of strategic revenue development. Innovative problem-solver with extensive knowledge and experience in dealing with high net-worth individuals. Relationship Management Expertise - More than 20 years of experience in Private Wealth Management by addressing wealthy individual concerns of building and preserving their wealth across many generations. Areas of expertise include-P hilanthropy, Financial P lanning, P ortfolio Management, P rivate Banking, Insurance, Trust Administration and Tax. Responsible Portfolio Management - More than 20 years of management of assets considering risk, reward and correlations amongst differing asset classes. Advise clients on how to employ a more global mindset around strategy and execution while following a disciplined process for increased tactical allocation. Consult with clients on how to build portfolios that are less dependent on single manager performance and more efficient at managing risk. Educating and giving access to clients to a broader range of hedge fund investment styles such as diversified strategies, relative value, equity long bias, event/driven and macro/opportunistic. Client Development-More than 20 years of sustaining and increasing profitability of client relationships through marketing of additional banking products and services. Market internally and externally for prospects in an integrated approach leveraging my product partners as well as JPMorgan intellectual capital.
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