Biography
Terry DuFrene has been with J.P. Morgan for over 24 years working with ultra-high-net-worth individuals, foundations and endowments formulating and implementing investment strategies designed to achieve their financial objectives and goals. He joined the New Orleans team from the Houston Private Bank in January of 2011. Prior to joining J.P. Morgan, Terry worked for Merrill Lynch, Lehman Brothers and Merus Capital Management in San Francisco as a Financial Consultant and Portfolio Manager for nine years.
Terry is a former member of the J.P. Morgan Private Bank U.S. Advisory Council, which works closely with senior management to shape and implement priorities for the firm. He is an active member of the “Opportunity Calls” Strategy Committee that meets weekly to discuss market views and develop timely, opportunistic trade ideas. You will find him frequently quoted by Reuters, CNBC, Times Picayune and CityBusiness.
Terry is on the boards of the New Orleans Ballet Association and Vieux Carré Property Owners, Residents and Associates, a member of the Investment Committee for the Archdiocese of New Orleans, LSU’s Planned Giving Professional Advisory Council, board member and Treasurer of the Vieux Carré Commission Foundation, Finance Council of St. Augustine Catholic Church, ACG Louisiana, the CFA Institute and the CFA Society of Louisiana. His favorite hobbies are hunting, fishing and travelling. Terry and his wife, Lynette, live in the French Quarter in New Orleans.
Terry is a CFA® charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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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。
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