Managing Director Head of Investments and Advice, Dallas and Oklahoma markets
Clinton Warren is a Managing Director for J.P. Morgan Private Bank, charged with leading the investment practice for the Dallas and Oklahoma markets. In this senior role, he directs a group of professionals responsible for approximately $20 billion in assets under management and $40+ billion in assets under supervision. Clinton and his team deliver advice on portfolio construction, asset allocation and manager selection across both public and private markets. His overarching mission is to provide wealthy families with best-in-class practices and strategies that can increase the probability of achieving their meaningful goals.
Clinton believes that successful outcomes require a proactive anticipation of client needs, coupled with the bold confidence in what the firm can deliver. He invests his time in asking the right questions to align appropriate resources against the complexities of significant capital. Clinton is heavily involved in Diverse Wealth Initiatives, a business development advisory approach at the Private Bank that delivers tailored content, advice and thought leadership to help affluent people of color thrive financially.
Clinton has 18 years of investment experience at J.P. Morgan, focused on helping to navigate the challenges of financial decisions. Before joining the Dallas Private Banking team, he managed the Multinational Corporate Banking division for J.P. Morgan’s Southwest region, where he advised institutional clients on investment banking, treasury and credit strategies.
An alumnus of Wake Forest University, Clinton graduated with honors and earned a degree in Economics. He received his M.B.A. in Finance and Marketing from Northwestern’s Kellogg Graduate School of Management. Clinton is focused on issues he cares deeply about and sits on the Finance Committee for Jubilee Center, an organization that provides the tools, education and technology needed to uplift the surrounding area.
Clinton and his wife, Shannon, live in University Park with their two daughters, Stella and Sophia. To relax, he enjoys sports, music and travel.
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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。