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Kirk Haldeman, CFA®

Global Head of Morgan Private Ventures

Kirk Haldeman is a Managing Director and the Global Head of Morgan Private Capital at J.P. Morgan Chase & Co. Based in New York, Kirk and his global team connect clients with some of the world’s most compelling, exclusive investment opportunities.

Morgan Private Capital leads the origination and distribution of direct investments across venture capital, growth equity, private credit, and other private-market strategies. In this role, Kirk has the privilege of working with many of the world’s most forward-thinking investors and visionary business leaders.

Previously, Kirk served as Global Head of Equity Solutions and Cross Asset Structured Solutions, where he oversaw coverage for J.P. Morgan’s discretionary and brokerage client base. He provided strategic advice and execution across structured investments, hedging and monetization strategies, and bespoke derivative solutions.

Before joining J.P. Morgan, Kirk was a Portfolio Manager at Goldman Sachs & Co. in New York. There, he focused on developing and distributing custom strategies across equity, interest rate, commodity, FX, and fund-linked markets. He also led the creation and portfolio management of Beta+, a family of discretionary structured note strategies within the firm’s Wealth Management division.

Kirk earned his undergraduate degree summa cum laude from George Washington University and is a CFA® charter holder.

Kirk serves on the Board of Directors of Lumina, Inc., a creative platform that connects artists and represented talent to collaborative opportunities with brands and fellow creators. He is also Vice Chairman of iCouldBe.org, a pioneering virtual mentorship nonprofit, and a Trustee of the Museum of American Finance, where he supports efforts to preserve and interpret the history of American capitalism.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

 

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INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.