Managing Director Market Team Lead
Maggie O’Brien is a Managing Director and Market Team Lead at J.P. Morgan Private Bank in Chicago and the North Shore. In her role, Maggie oversees a team of professionals dedicated to providing high net worth individuals, families and organizations with a full range of wealth services as part of an overall wealth management strategy. Services that Maggie and her team provide include but are not limited to: investment management, financial and estate planning, trust and fiduciary, standard and customized credit solutions, and deposit and treasury management services.
Prior to joining J.P. Morgan, Maggie served in a variety of leadership positions at BMO Financial Group. In addition to leading two teams in BMO’s Wealth Management division, she also held leadership positions in Credit Risk Management and Commercial Banking and has extensive experience working directly with privately held businesses.
Maggie has served as an advisory council member for Youth Guidance’s Becoming a Man initiative in Chicago, IL and has a passion for developing others. She has created and taught a variety of financial literacy seminars for a wide range of audiences and has been a passionate advocate for the career development and mentoring of young professionals. Maggie earned a BA in Finance from Georgetown University in Washington, DC, and an MBA from the Kellogg School of Management at Northwestern University in Evanston, IL. She resides in Wilmette, IL with her husband and four children.
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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
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。