簡歷
Colin Wetherill is the Head of Investments and Advice for the Mid-Atlantic region at J.P. Morgan Private Bank. In this role, he is responsible for managing investments for ultra-high-net-worth families and their foundations, as well as overseeing a team of 10 investment professionals. Colin and his team provide advice on portfolio construction, asset allocation, manager selection and opportunistic trading across both public and private markets. He and the Mid-Atlantic Team help oversee more than $25 billion in assets under supervision.
Colin joined J.P. Morgan in 2003 and has over 17 years of investment and relationship management experience. Prior to joining the Mid-Atlantic Team, Colin was a part of an analyst development program at J.P. Morgan, where he spent time with several Private Bank, Corporate and Investment Banking teams in Delaware, Chicago and New York.
Colin received his undergraduate degrees in Economics and History, magna cum laude, from Tufts University. He was a Melvin Frederick Ellis Award recipient for marked academic and athletic accomplishments during his time at Tufts. Colin is currently a member of the boards of the Free Quaker Society and Settlement Music School in Philadelphia. He and his wife, Kate, live in historic Philadelphia with their daughter and son.
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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。
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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。