Managing Director Head of Investments and Advice
Erica Carpenter is a Managing Director and the Head of Investments and Advice for the Rocky Mountain Region for J.P. Morgan Private Bank. Erica oversees the Rockies’ investments business and a team of investment specialists who work with clients to develop personalized investment strategies and who provide advice on portfolio construction, asset allocation, manager selection, opportunistic trading and hedging strategies across both public and private markets.
Erica has been a key member of the Rocky Mountain investment team for the last 16 years, and she is responsible for over $5B of client positions. Erica works directly with clients to help them meet their complex financial objectives and advises them though their most critical financial moments. She has extensive experience working with entrepreneurs and public company executives and is a go-to resource for pre- and post-transaction planning and concentrated stock positions.
Erica has also been active nationally for the Private Bank including serving several years on Advisory Council for the USPB CEO, serving as a member of a weekly global investment strategy and opportunistic ideas committee and as a West Women’s Investor Ambassador.
Erica graduated summa cum laude from DePauw University, where she received a B.A. in Economics with an emphasis in Business and Management. Erica is a Chartered Financial Analyst (CFA) Charterholder®.
Erica lives in Denver with her husband, Charlie and their children, Lilah and Lucas.
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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。