簡歷
Verdi DiSesa is a Managing Director and Market Team Lead at J.P. Morgan Private Bank. In his senior role, Verdi directs a group of Bankers to deliver tailored financial strategies for some of the most affluent investors, entrepreneurs, executives and business owners in Northern California. He serves as a champion to help clients pursue their most meaningful goals and leave legacies for the generations to follow.
Verdi works in concert with his team members to develop best practices and drive toward positive outcomes. He views himself as a problem solver of last resort—anticipating needs and removing obstacles in their paths. Verdi’s dogged determination and collaborative mindset are instrumental in building an environment of excellence. His strength lies in developing the talents and skills that enable each individual to succeed.
As a member of the leadership team in San Francisco, Verdi draws from the richness of his J.P. Morgan experience to expand the firm’s impact in the region. He has served on the National Associate and the National Advisory Councils, and at Senior Leadership forums for the Private Bank. He has also been recognized as one of the Private Bank’s Morgan Circle top advisors.
Over the course of a 12-year career in wealth management, Verdi has guided clients in navigating through two financial crises and the longest bull market in history. Before joining J.P. Morgan in 2013, he worked with the Credit Team at Goldman Sachs in San Francisco, and previously was part of the Private Wealth Management Group in Goldman’s New York office.
Verdi is a graduate of Harvard College, where he earned a degree in History with a focus on International Finance. He was a two-time captain of the varsity squash team.
Deeply enmeshed in the San Francisco community, Verdi recently served as Commissioner of the Olympic Club’s squash program. He also serves as a board member, Treasurer, and on the Executive, DEI and Forest Health Committees of the Tahoe Fund, which seeks to protect and preserve the beauty of Lake Tahoe.
Outside of the office, Verdi, his wife, Kelsey, his daughter, Georgia, and their dog, Linus, spend much of their time in the Sierra Nevada mountains.
了解更多成為摩根大通私人銀行客戶的詳情。
敬請提供有關您的個人資料，我們的客戶服務團隊人員將會與您聯絡。
*必填欄目
了解更多成為摩根大通私人銀行客戶的詳情。
敬請提供有關您的個人資料，我們的客戶服務團隊人員將會與您聯絡。
請瀏覽 FINRA Brokercheck網站以了解更多我們的公司及投資專才。
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。
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。