Managing Director Market Team Lead
Charlie Cooper is a Managing Director and market leader for the J.P. Morgan Private Bank. Based in Chicago, Charlie leads a team of professionals responsible for J.P. Morgan’s relationships with institution-like private clients, family offices and multi-generational families throughout the Midwest. He is responsible for the overall interaction between his clients’ needs and J.P. Morgan’s resources. He advises on strategic wealth management issues and coordinates the intersection of investing, liquidity management, credit, estate planning, philanthropy and banking. This also includes the resources of J.P. Morgan’s Investment Bank and Chase Commercial Bank.
Charlie joined J.P. Morgan in 2007 while in the full-time MBA program at the University of Chicago Booth School of Business. He graduated with concentrations in Finance and Economics. Prior to business school, he served in the United States Navy, both domestically and abroad, as a Surface Warfare Officer from 2001-2006.
Charlie received his BA in Economics from the University of Colorado. Charlie is a Trustee of Lake Forest Academy where he chairs the Endowment Committee. He lives in the Chicago area with his wife and children.
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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。