Alma DeMetropolis, CFA®, CFP®

Managing Director Market Manager

Summit, NJ

Biography

Alma DeMetropolis is a Managing Director and Manager of the New Jersey Market for J.P. Morgan Private Bank. She brings more than 30 years of financial experience to advise families, business owners, executives and endowments and foundations. As the Vice Chair of the New Jersey Market Leadership Team, Alma provides executive guidance across the firm’s lines of business within the state and is instrumental in driving community and employee engagement.

Alma believes it is vital to hold a global and expansive view of the world to connect clients with the resources and strategies that care for their full financial pictures. She builds strong relationships to help support the emotional component that often accompanies wealth management.

Alma began her career as a Risk Analyst at J.P. Morgan in 1992. Since then, she has held several global roles and spent seven years on foreign assignments in Latin America and Europe. Alma joined J.P. Morgan International Private Bank before segueing to her present position in 2003. She pulls from this rich background to advise on a broad range of wealth matters and manage investment portfolios.

Propelled by her dedication to philanthropic endeavors, Alma sits on the boards of several nonprofit organizations that align with her interests, including the Liberty Science Center, SciTech Scity, and the Nature Conservancy NJ Advisory Council. Alma joined the Board of Trustees of the American College of Greece in early 2020. She recently completed many years of board service for the New Jersey Performing Arts Center, the Community FoodBank of New Jersey, Cornell University’s Dean’s Advisory Council and the New Providence Education Foundation.

Alma was born and raised in Brooklyn, New York, from immigrant parents and first to attend college in her family. Through hard work and determination, she attended Cornell University, earning a B.S. in Human Development and Family Studies with a focus on Accounting. Alma holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the New York Society of Security Analysts. Additionally, she is a CERTIFIED FINANCIAL PLANNER™ professional, which empowers her to develop wealth strategies that target short- and long-term goals.

Alma and her two children reside in New Jersey. She has a propensity for languages and speaks fluent Greek and Spanish. In her free time, Alma enjoys hiking, reading, and visiting national parks and libraries.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.

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