Managing Director Team Lead
Fredric Walls is a Managing Director and Team Lead in the Washington, DC office of J.P. Morgan Private Bank. Fred heads a group of professionals and specialists who offer comprehensive and sophisticated wealth management strategies that help clients pursue their meaningful goals.
Fred understands that when families engage with the Private Bank, they seek best-in-class practices for the many challenges of their wealth. He and his team deliver a financial framework that embraces the personalized needs of each client—lifestyle considerations, estate strategies, philanthropic intent and more. Fred fosters a culture of inclusion that enhances the relationship between clients and team members. He finds it personally rewarding to blend his quantitative capabilities with a collaborative approach to serve as a trusted resource.
Before joining J.P. Morgan, Fred was a Managing Director of Institutional Investments at SunTrust Bank. In this senior position, he invested endowment and reserve funds on behalf of mission-driven organizations. Previously, Fred served as the Washington, DC Market Director with PNC Asset Management, and held prior roles with Prudential Financial and Smith Barney. He began his 30+ year career as an actuarial research analyst.
Fred received an M.B.A. in Finance from The Wharton School of the University of Pennsylvania. He earned a B.S. in Mathematics from Howard University.
Raised in a family that values service to community, Fred regularly holds leadership positions with nonprofit organizations. He is currently a member of the Sibley Memorial Hospital Foundation Investment Committee and on the Advisory Board for the Smithsonian Anacostia Community Museum. Formerly, Fred has served on boards including the American Bankers Association Trust School Board, National Park Trust, the DC Police Foundation, the Levine School and Imagination Stage Inc.
Originally from Northern New Jersey, Fred and his family live in Washington, DC. They have been in the area for many years, and enjoy taking advantage of the diverse food, arts and culture the region has to offer.
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： • 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。