Managing Director Head of Advice and Advisor Experience
Jamie Lavin Buzzard is a Managing Director and Head of Advice and Advisor Experience for J.P. Morgan Private Bank. In her leadership role, she champions the integration of the firm’s tremendous thought leadership to holistically address clients’ needs for planning, investing, borrowing and banking.
Jamie coordinates among the firm’s practice areas to design effective approaches for offering the intellectual strength, strategies and products that have fostered J.P. Morgan’s reputation as an industry leader. She helps optimize the information infrastructure to lend support so that advisors can tailor the private banking experience to the needs of each client. Jamie is known for her ability to simplify the complex, and she explains concepts so they resonate clearly. She plays a significant role in expanding the Private Bank’s presence through speaking engagements and client-facing events.
With almost 15 years of investment experience, Jamie joined the firm in New York, advising wealthy families in the Northeast. From 2007 to 2009, she supported the business and sales management for the Global Head of Investments. Jamie was a Senior Specialist in the Global Investment Opportunities Group, providing custom advice and trading expertise to institutionally focused, ultra-high-net-worth individuals, family offices and hedge fund clients. She moved to Dallas in 2015 to lead the investment practice for affluent clients throughout Texas, Oklahoma, Arkansas and Louisiana.
Jamie is passionate about organizations that focus on the empowerment of women and children. She serves on the Board of Directors for Girls, Inc. of Metropolitan Dallas, a nonprofit that provides educational programming and financial literacy to help develop inherent skills and inspire girls to be strong, smart and bold.
Originally from Westboro, Massachusetts, Jamie attended Worcester Academy and now sits on its Board of Trustees. She is a graduate of Boston College and earned a B.S. in Finance and History.
Jamie is married with a young daughter and son. She enjoys spending time with her family and friends, engaged in activities within her community.
|INVESTMENT PRODUCTS: • NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE|
“J.P. Morgan Private Bank” is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide. Bank deposit accounts, such as checking, savings and bank lending, may be subject to approval. Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (“JPMS”), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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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
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