Executive Director Market Manager
Erin Shaw is the Market Manager for the J.P. Morgan Private Bank in Indiana and Kentucky. In her role, Erin delivers holistic advice and guidance, helping individuals and their families build, preserve and manage their wealth for themselves and future generations.
The cornerstone of Erin’s approach is the trusted relationship that she fosters with each client. Working closely together, Erin is able to design and deliver strategies that are tailored to address each client’s unique needs –from managing everyday banking to tax-aware borrowing opportunities, long-term investment planning and philanthropic giving.
Prior to joining the Private Bank, Erin was a Market Director with Chase Wealth Management where she led a team covering the Indianapolis Northeast Market. In addition, she spent 8 years with Chase Investments as a Market/Investment Manager and started with the firm as a Financial Advisor.
A native of Zionsville, IN, Erin received her B.S. degree from Hanover College where she played collegiate volleyball. Erin also received her MBA from Indiana Wesleyan. She holds FINRA Series 7,4,24,53, and 63 licenses and has earned the Certified Financial Planner™ certification.
Bachelor of Sciences, Hanover College
MBA, Indiana Wesleyan
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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。