Matrimonial Specialist
Erika Shaw is an Executive Director and member of J.P. Morgan Private Advisory, a cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals.
Erika is part of the Family Advisory team, where she provides education and guidance on strategic planning for couples and families to help preserve and transfer family wealth. Serving as a Family Advisor to some of the firm’s most significant clients, Erika brings nearly 15 years of experience in private practice as a family attorney. Her extensive background enables her to offer valuable insights and strategic guidance to individuals, couples and families as they navigate the complexities of managing and preserving family wealth.
Erika is skilled at advising people who are anticipating or experiencing a major life transition such as marriage, the birth of a child, divorce or death. She partners alongside clients to consider the potential financial impact of the event, including long-term cohabitation for unmarried couples, and works to address the oftentimes difficult, but necessary, conversations related to finances and family wealth. Erika demonstrates discretion, listens without judgment and offers custom-tailored recommendations to each client in a sensitive and straightforward manner that facilitates informed decision making.
Erika earned a J.D. from Pace University School of Law in New York, and she holds a B.A. in Psychology from the University of San Diego in California. She completed a moderator training program through Young Presidents’ Organization (YPO) and is an active member of a YPO forum.
Erika and her husband reside in Greenwich, Connecticut, with their children.
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。
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。
請瀏覽 FINRA BrokerCheck網站以了解更多我們的公司及投資專才。
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。
當閱覽這些頁面時,請與法律免責聲明和相關存款保障計劃的內容一併閱讀。