Maggie O’Brien is a Managing Director and Market Team Lead at J.P. Morgan Private Bank in Chicago and the North Shore. In her role, Maggie oversees a team of professionals dedicated to providing high net worth individuals, families and organizations with a full range of wealth services as part of an overall wealth management strategy. Services that Maggie and her team provide include but are not limited to: investment management, financial and estate planning, trust and fiduciary, standard and customized credit solutions, and deposit and treasury management services.
Prior to joining J.P. Morgan, Maggie served in a variety of leadership positions at BMO Financial Group. In addition to leading two teams in BMO’s Wealth Management division, she also held leadership positions in Credit Risk Management and Commercial Banking and has extensive experience working directly with privately held businesses.
Maggie has served as an advisory council member for Youth Guidance’s Becoming a Man initiative in Chicago, IL and has a passion for developing others. She has created and taught a variety of financial literacy seminars for a wide range of audiences and has been a passionate advocate for the career development and mentoring of young professionals. Maggie earned a BA in Finance from Georgetown University in Washington, DC, and an MBA from the Kellogg School of Management at Northwestern University in Evanston, IL. She resides in Wilmette, IL with her husband and four children.
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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
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