Joanne Johnson
Managing Director Wealth Advisor
簡歷
Joanne E. Johnson is a Managing Director and Senior Wealth Advisor for J.P. Morgan Private Bank. Previously, she worked for J.P. Morgan as the Head of the U.S. Private Bank Wealth Advisory group and the Trusts and Estates Group, the Head of the Law Firm Group, and Senior Wealth Advisor in the Northeast.
Joanne specializes in developing strategies for holding, managing and transferring wealth tax efficiently and across generations for the firm’s ultra-high-net-worth clients. Before joining J.P. Morgan, she practiced law at Lane & Mittendorf, Dechert, Price & Rhoads and Brown & Wood. Joanne is a member of both the American Bar Association and the New York Bar Association.
Joanne is a frequent lecturer and author on wealth management issues. She is a regularly quoted source to financial publications including Time, Business Week, Barron’s, The Wall Street Journal, The New York Times and the Financial Times. Joanne is also a repeated guest on NBC’s “The Today Show” and on CNBC’s “Power Lunch,” and has appeared on Fox News’s “Cavuto Business Report” and CBS’s “Market Watch,” among others.
She is a member of the Bankers and Lawyers Advisory Committee of the New York Philharmonic and the Professional Advisors Committees of the Museum of Modern Art, the New York City Ballet, Lincoln Center for the Performing Arts, Metropolitan Museum of Art and New York-Presbyterian Hospital. Joanne is a co-chair of the Wilson Society Advisory Council for the Hospital of Special Surgery. She is a member of the Board of Fellows of Trinity College, a founder of its Women’s Leadership Council and Vice Chair of its Legacy Campaign.
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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。
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。