Mary Paz De Luis is an Executive Director and Lending Specialist with J.P. Morgan Private Bank, serving the Florida Region. She works closely with affluent individuals, families and trusts to deliver credit strategies that care for complex financial challenges—liquidity planning, capital structure, debt financing, interest rate protection, asset monetization and more.
Mary understands the value for her clients in having access to leverage, and she helps optimize their capital across the entirety of their balance sheets. She takes a consultative approach to discover personalized goals, preferences, family dynamics and estate considerations that extend far beyond lending. As a steward of her clients’ wealth, Mary draws upon the intellectual capital of the firm to present customized and cost-effective ideas and strategies. A genuine people person, she builds strong relationships and is proud to have a positive impact on financial decision making.
Previously, Mary served as Executive Vice President and Chief Operating Officer of Element Pointe Advisors, serving clients across the United States. Before that, she was Vice President of Global Client Finance on the Private Lending Team at Goldman Sachs. Mary began her career as an Investment Banking Analyst, where she modeled data for corporate clients in the energy and media/telecom spaces. Her experience spans some of the most tumultuous markets in recent history, and she has a firm grasp on the factors that necessitate debt restructuring and lending.
Born in Miami to a family from Spain, Mary was raised in Michigan and Texas. Her diverse upbringing set the stage to relate easily to different cultures and locales. Mary attended Southern Methodist University in Dallas and graduated with honors while earning dual degrees in Spanish and Finance. She holds an M.B.A. in International Business, Finance and Strategy from The Kellogg School of Management at Northwestern University in Chicago.
Mary is heavily involved in fitness, and has completed a triathlon and 10 marathons. In her free time, she enjoys cycling, yoga and playing with her two rescue dogs. Mary is an avid traveler who continues to explore the United States and abroad.
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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。