简历
Doug Holthaus is an Executive Director and Client Advisor at J.P. Morgan Private Bank in Baltimore, Maryland. He provides wealth planning, investing, banking, lending and trust services for the region’s successful business owners and families.
With more than 20 years of industry experience, Doug uses his deep knowledge of financial planning to help his clients achieve the influence, impact and futures they envision. An empathetic listener and natural conversationalist, he strives to make sure his clients have their needs articulated and addressed. In particular, Doug’s clients appreciate his ability to explain complex investment strategies and planning procedures in clear language, so that they can act on his advice with more confidence.
Before joining J.P. Morgan in 2018, Doug was a Senior Vice President and Private Client Advisor with U.S. Trust. Prior to that, he worked at PNC Wealth Management for six years as a Senior Relationship Manager. His experience also includes tenures at Mercantile Capital Advisors as Vice President of alternative investments and mutual funds, Deutsche Asset Management as a Relationship Manager, and Friedman, Billings & Ramsey Group as a Syndicate Desk Analyst. Doug began his career at Legg Mason in 1996.
Born and raised in Baltimore, Doug received a B.A. in Political Science from the nearby Salisbury University and he remains involved in his community. Inspired by his relationship with his own daughter, Doug joined Sister Circle, an organization that provides long-term mentoring to girls and young women in Baltimore. When he’s not working or volunteering, Doug can be found playing ice hockey, exploring the outdoors and spending time with his family.
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。
*必填栏目
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（可能包括银行管理账户及托管）乃由 JPMorgan Chase Bank, N.A.及其关联公司（合称「摩根大通银行」 ）作为其一部分信托及委托服务而提供。其他投资产品及服务（例如证券经纪及咨询账户）乃由 摩根大通证券（J.P. Morgan Securities LLC）（「摩根大通证券」）提供。摩根大通证券是金融业监管局和证券投资者保护公司的成员。摩根大通银行及摩根大通证券均为受摩根大通共同控制的关联公司。产品不一定于美国所有州份提供。请与本网站内容一并阅览法律免责声明。
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。