Executive Director Market Manager
Erin Shaw is the Market Manager for the J.P. Morgan Private Bank in Indiana and Kentucky. In her role, Erin delivers holistic advice and guidance, helping individuals and their families build, preserve and manage their wealth for themselves and future generations.
The cornerstone of Erin’s approach is the trusted relationship that she fosters with each client. Working closely together, Erin is able to design and deliver strategies that are tailored to address each client’s unique needs –from managing everyday banking to tax-aware borrowing opportunities, long-term investment planning and philanthropic giving.
Prior to joining the Private Bank, Erin was a Market Director with Chase Wealth Management where she led a team covering the Indianapolis Northeast Market. In addition, she spent 8 years with Chase Investments as a Market/Investment Manager and started with the firm as a Financial Advisor.
A native of Zionsville, IN, Erin received her B.S. degree from Hanover College where she played collegiate volleyball. Erin also received her MBA from Indiana Wesleyan. She holds FINRA Series 7,4,24,53, and 63 licenses and has earned the Certified Financial Planner™ certification.
Bachelor of Sciences, Hanover College
MBA, Indiana Wesleyan
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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。