簡歷
Justin Gratz is an Executive Director and Head of Investments with J.P. Morgan Private Bank in Palm Beach and Boca Raton, Florida. In this role, Justin leads a team of investment professionals to meet the complex and nuanced needs of wealthy individuals and families. The team provides advice on portfolio construction, asset allocation, manager selection, and opportunistic trading across both public and private markets. Justin has more than 12 years of investment experience.
Justin originally joined J.P. Morgan in 2008, focusing on multi-asset class trading strategies for the Private Bank’s Global Investment Opportunity desk in New York. There, he was responsible for capital markets dialogue and execution for some of the wealthiest and most sophisticated private clients globally. Justin subsequently spent time with Citi Private Bank and Barclays Wealth Management, where he was a key member of similar efforts focused on opportunistic and thematic capital markets trading and advice for individuals, families, foundations and hedge funds. In 2018, he moved to Florida to rejoin J.P. Morgan and play an influential role in expanding the firm’s presence and reach within the local community.
Justin graduated cum laude from the University of Pittsburgh, receiving a B.S. in Biochemistry and Economics. He holds FINRA Series 7 and 66 securities licenses.
He currently resides in Boca Raton with his wife, Alena.
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了解更多成為摩根大通私人銀行客戶的詳情。
敬請提供有關您的個人資料，我們的客戶服務團隊人員將會與您聯絡。
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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。