Charlie Cooper is a Managing Director and market leader for the J.P. Morgan Private Bank. Based in Chicago, Charlie leads a team of professionals responsible for J.P. Morgan’s relationships with institution-like private clients, family offices and multi-generational families throughout the Midwest. He is responsible for the overall interaction between his clients’ needs and J.P. Morgan’s resources. He advises on strategic wealth management issues and coordinates the intersection of investing, liquidity management, credit, estate planning, philanthropy and banking. This also includes the resources of J.P. Morgan’s Investment Bank and Chase Commercial Bank.
Charlie joined J.P. Morgan in 2007 while in the full-time MBA program at the University of Chicago Booth School of Business. He graduated with concentrations in Finance and Economics. Prior to business school, he served in the United States Navy, both domestically and abroad, as a Surface Warfare Officer from 2001-2006.
Charlie received his BA in Economics from the University of Colorado. Charlie is a Trustee of Lake Forest Academy where he chairs the Endowment Committee. He lives in the Chicago area with his wife and children.
敬请提供有关您的个人资料,我们的客户服务团队人员将会与您联络。
了解更多成为摩根大通私人银行客户的详情。
敬请提供有关您的个人资料,我们的客户服务团队人员将会与您联络。
请浏览 FINRA Brokercheck网站以了解更多我们的公司及投资专才。
投资产品: • 不受联邦存款保险公司保障 • 非摩根大通银行或其任何联属机构的存款或其他负债,亦未获摩根大通银行或其任何联属机构的担保 • 存在投资风险,包括可能损失投资的本金
银行存款产品(例如支票、储蓄及银行贷款)及相关服务乃由摩根大通银行(JPMorgan Chase Bank, N.A.)提供。 摩根大通银行是美国联邦存款保险公司的成员。并非借贷承诺。授信额度均须经信贷审批。