Managing Director Market Team Lead
Bambos Charalambous, Managing Director, is the Market Team Lead for the J.P. Morgan Private Bank in San Diego. In this role, Bambos oversees a team of local professionals who provide wealth management advice, strategies and services to successful individuals, family offices, foundations and endowments throughout the San Diego area. Bambos and his team deliver wide-ranging financial advice across investments, credit, banking, fiduciary and estate planning to meet the complex needs of their clients.
Bambos has 15+ years of experience in financial services at J.P. Morgan. Most recently, he served as a banker at J.P. Morgan Private Bank in London. Bambos began his career at the Private Bank in the Europe, Middle East, and Africa Strategy Team, and also spent 5 years advising clients in Los Angeles and the Southern California region.
He graduated with Honors from the University of Bath with a B.S. in Business. Bambos has obtained the Chartered Alternative Investment Analyst (CAIA) designation, the Series 7 and 63 licenses in the US and is registered by the FCA in the UK.
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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。