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Benjamin Klauder
Executive Director Head of Investments & Advice, Central Texas
簡歷
Benjamin Klauder is an Executive Director at J.P. Morgan Private Bank and the Head of Investments & Advice for Central Texas. In his senior role, Ben is charged with running the investment practice for the area and leading a team of specialists to design portfolio strategies for some of the nation’s most financially successful families. He partners with the Market Manager to drive strategic decisions that help expand J.P. Morgan’s presence in the region.
Ben prides himself on being a trusted advisor, and enjoys the challenge of crafting strategies that navigate the complexities of generational wealth. His strength lies in his ability to present bespoke investment recommendations that make the most of the market opportunities at hand. Ben is a mentor and coach, developing a pathway for his team to remain at the forefront of the firm’s intellectual capital. He is considered a subject-matter expert in this space, and is instrumental as a sounding board on private deals and other esoteric ideas.
An Ohio native, Ben has spent the entirety of his nearly 15-year career with the Private Bank. Before arriving in Austin, he worked in New York City and Columbus.
Ben graduated summa cum laude from Virginia Tech with a B.S. in Finance and has been a CFA® charterholder since 2014. His interest in the capital markets followed him to his summer breaks from college, where he helped compile the Forbes 400 by hunting down the world’s hidden billionaires.
A competitive bridge player, Ben travels to tournaments throughout the year. He also enjoys tennis and making international trips to unusual locales. He understands the importance of giving back to the community and volunteers with organizations such as Habitat for Humanity, the Central Texas Food Bank, animal shelters and more.
了解更多成為摩根大通私人銀行客戶的詳情。
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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。