Alan Lovi
Executive Director Head of Investments & Advice, Law Firm Group
簡歷
Alan Lovi is the Head of Investments and Advice for the Law Firm Group at the J.P. Morgan Private Bank. Based in New York, Alan and his team advise leading law firm partners, professional services firms, and other high net worth individuals on all aspects of their balance sheet.
As part of his responsibilities, Alan provides tailored advice on investments, cash management, lending, and estate planning. At the core of the advice is each client’s customized financial plan. On the investments front, Alan’s focus is on client’s overall asset allocation across equities, fixed income, and alternative investments.
Alan has been with J.P. Morgan since 2007. Prior to his current role, he worked on an institutional sales desk at Bear Stearns and spent two years as a hedge fund accountant at GlobeOp Financial Services.
Alan holds a Bachelor of Arts from the University of Michigan and the Series 7, 9, 10, and 63 securities licenses. He currently serves on the board of Mosholu Montefiore Community Center. 1234JPMC
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了解更多成為摩根大通私人銀行客戶的詳情。
敬請提供有關您的個人資料，我們的客戶服務團隊人員將會與您聯絡。
請瀏覽 FINRA Brokercheck網站以了解更多我們的公司及投資專才。
投資產品（可能包括銀行管理賬戶及託管）乃由 摩根大通銀行（JPMorgan Chase Bank, N.A.）及其關聯公司（合稱「JPMCB」 ）作為其一部分信託及委託服務而提供。其他投資產品及服務（例如證券經紀及諮詢賬戶）乃由 摩根大通證券（J.P. Morgan Securities LLC）（「JPMS」）提供。摩根大通證券是金融業監管局和證券投資者保護公司的成員。JPMCB及JPMS均為受摩根大通共同控制的關聯公司。產品不一定於美國所有州份提供。請與本網站內容一併閱覽法律免責聲明。
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。