David Regan
Managing Director Regional Head of Investments
Biography
David Regan has been with J.P. Morgan for 18 years. He is a Managing Director and the Investments Practice Leader for the Private Bank in the Western United States. David joined J.P. Morgan in 1999. He has worked in Philadelphia, New York, London, Denver and Los Angeles in various roles, including the firm’s Strategy and Solutions team specializing in manager selection.
David is responsible for developing and managing relationships with clients, focusing on addressing their investment needs. In his various roles, he has worked with clients in the United States, Latin America, Europe, the Middle East and Asia. David works with a team of specialists to advise clients on the full spectrum of their wealth management needs, drawing from J.P. Morgan’s global resources. The team’s overall mission is to provide clients with a coordinated approach to meeting complex financial goals and objectives.
David is a graduate of Harvard University, graduating with honors in History and Economics.
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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。