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簡歷
Alma DeMetropolis is a Managing Director and Manager of the New Jersey Market for J.P. Morgan Private Bank. She brings more than 30 years of financial experience to advise families, business owners, executives and endowments and foundations. As the Vice Chair of the New Jersey Market Leadership Team, Alma provides executive guidance across the firm’s lines of business within the state and is instrumental in driving community and employee engagement.
Alma believes it is vital to hold a global and expansive view of the world to connect clients with the resources and strategies that care for their full financial pictures. She builds strong relationships to help support the emotional component that often accompanies wealth management.
Alma began her career as a Risk Analyst at J.P. Morgan in 1992. Since then, she has held several global roles and spent seven years on foreign assignments in Latin America and Europe. Alma joined J.P. Morgan International Private Bank before segueing to her present position in 2003. She pulls from this rich background to advise on a broad range of wealth matters and manage investment portfolios.
Propelled by her dedication to philanthropic endeavors, Alma sits on the boards of several nonprofit organizations that align with her interests, including the Liberty Science Center, SciTech Scity, and the Nature Conservancy NJ Advisory Council. Alma joined the Board of Trustees of the American College of Greece in early 2020. She recently completed many years of board service for the New Jersey Performing Arts Center, the Community FoodBank of New Jersey, Cornell University’s Dean’s Advisory Council and the New Providence Education Foundation.
Alma was born and raised in Brooklyn, New York, from immigrant parents and first to attend college in her family. Through hard work and determination, she attended Cornell University, earning a B.S. in Human Development and Family Studies with a focus on Accounting. Alma holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the New York Society of Security Analysts. Additionally, she is a CERTIFIED FINANCIAL PLANNER™ professional, which empowers her to develop wealth strategies that target short- and long-term goals.
Alma and her two children reside in New Jersey. She has a propensity for languages and speaks fluent Greek and Spanish. In her free time, Alma enjoys hiking, reading, and visiting national parks and libraries.
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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。