Managing Director US Co-Head of Lending Solutions
Jeffrey Kaveney is a Managing Director and the U.S. Co-Head of Lending Solutions at J.P. Morgan Private Bank. In his senior leadership position, Jeff spearheads the strategic direction of the $100 billion lending practice, which comprises a sizable component of the Private Bank. He is responsible for building out a team of specialists who guide wealthy individuals and their families in strategically using leverage for the specialized challenges of large balance sheets.
Jeff understands that borrowing represents an efficient way for financially sophisticated clients to manage liquidity, enabling them to bridge cash flows, manage short-term capital gains or remain opportunistic in the marketplace. His team employs an advice-driven service model to facilitate lines of credit and loans secured by a range of personal assets.
In addition to orchestrating client interaction, Jeff is charged with developing lending products that work collectively to provide customized lending services. One of his key points of pride is listening closely to client needs to help enhance the end-to-end experience. By actioning feedback and taking a partnership approach, Jeff works continuously in seeking to deliver a client focused experience.
Jeff is a member of the U.S. Private Bank Management Team and plays an integral part in steering the strategic direction of the firm. He has spent the entirety of his career at J.P. Morgan, most recently as the Global Head of Banking & Custody. Previously, he was the Global Business Manager for the Investments Practice, and earlier was a member of the Trusts & Estates Team, and led the New York Portfolio Management Group. He began his career in the Corporate & Investment Bank.
A graduate of Syracuse University, Jeff earned dual degrees in Finance and Accounting. He lives in New York City and is an avid skier, runner and reader.
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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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