Managing Director Market Head Of Investments, Financial Sponsors Group
TJ is a Managing Director at the J.P. Morgan Private Bank and is the Market Head of Investments for the Financial Sponsors Group based in New York. In this capacity, TJ is responsible for leading the investment efforts of the Financial Sponsors Group to provide comprehensive and holistic wealth planning and investment advice to senior founding private equity partners and their families.
With two decades of investment experience, TJ works closely with senior private equity partners and their families, advising them on strategic and tactical asset allocation, risk management, and multi-asset class investment strategies.
TJ has earned the Chartered Financial Analyst designation, an MBA in Finance from Fordham University and a BA from Franklin & Marshall College. He is a member of the CFA Institute. TJ currently resides in Fair Haven, New Jersey with his wife and two sons.
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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。