Scott Canuel is an Executive Director, Client Advisor and Market Team Lead at J.P. Morgan Private Bank in Baltimore, Maryland. In this role, he and his team provide individuals, families, public and private foundations, and endowments in the region with comprehensive wealth management strategies, ongoing guidance, and customized plans to address their balance sheet needs, which by doing so helps those clients achieve their meaningful goals.
Before joining J.P. Morgan, Scott served as the National Managing Director, Practice Executive for Client Strategy as part of the Wealth Management division of PNC. In this role, he focused on creating the strategy, process and tools used by wealth managers. He led a team of over 250 wealth directors and relationship strategists with responsibility for more than $85 billion in assets under management. Prior to this role, he was one of the firm’s Wealth Management Directors, where he supervised a team of 30 employees managing more than $1 billion in assets. From 2014 to 2016, he was the firm’s Business Development Director. In this role, he developed and implemented the team’s business plan, strategies and tactics.
Scott received his B.S. in Business Administration from Towson University and an M.S. in Finance from the Sellinger School of Business & Management at Loyola College. He is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®). He is active in his community, serving as Chairman of the Board for Mount Saint Joseph High School, and as a member of the Board of Trustees for the University of Maryland Baltimore, previously serving as Chairman of the Board of Crohn’s and Colitis Foundation. He also served on the boards of Associated Black Charities and My Brother’s Keeper, and as Treasurer for the U.S. Lacrosse U-19 World Championships and Women’s World Cup Events.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.
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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。