offices near you
office near you
Sorry we are unable to fetch the Office nearest to you at this point. Please visit Our Offices Page to find the office closest to you.
How can we help?
Suzanne Wuebben
Managing Director Head of Portfolio Analytics
Biography
Suzanne Wuebben is a Managing Director and the Head of Portfolio Analytics for the J.P. Morgan Private Bank CIO team, based in New York. She is responsible for coordination and consistency across global core portfolios in addition to portfolio analytics and monitoring tools. She also advises clients on strategic asset allocation alternatives and spending policies, and develops analytic tools to address issues specific to private clients. Suzanne is a member of the Private Bank’s Global Investment Council as well as the Long-term Capital Markets Assumptions working group.
Suzanne has been with J.P. Morgan Private Bank since 2000 bringing experience to the Private Bank CIO team and its clients. She holds a BA in Mathematics from the University of California at Berkeley and an M.S. in Mathematics with Specialization in Finance from New York University.
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
*Required Fields
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
LEARN MORE About Our Firm and Investment Professionals Through FINRA BrokerCheck
To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Please read the Legal Disclaimer and the relevant deposit protection schemes in conjunction with these pages.
Click to access DPS website.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.