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Kirk Haldeman, CFA®
Global Head of Morgan Private Ventures
Biography
Kirk Haldeman is a Managing Director and the Global Head of Morgan Private Ventures at J.P. Morgan Chase & Co. Kirk and his global team provide our clients with some of the world's most compelling, unique and exclusive investment opportunities. He is based in New York.
Kirk is responsible for the origination and distribution of direct investment opportunities in venture capital, growth equity, private equity, private credit, private real estate and collectible assets. In this role he has the privilege of connecting visionary business leaders with some of the world's most sophisticated and forward-thinking investors.
Previously, Kirk worked as the Global Head of Equity Solutions and Cross-Asset Structured Solutions. In this role he provided coverage for J.P. Morgan’s discretionary and brokerage client base, offering execution capabilities and advice in structured investments, hedging and monetization strategies, tactical over-the-counter derivative strategies, special situations, pre-IPO stock, control and restricted stock and specialized lending strategies.
Prior to joining J.P. Morgan, Kirk worked as a Derivative Specialist and Portfolio Manager at Goldman Sachs & Co. in New York. He specialized in the development, construction and marketing of derivative transactions, risk management strategies and structured notes across equity, interest rate, commodity, foreign exchange and fund derivative markets. In this role, Kirk oversaw the trading of structured notes within Goldman Sachs Private Wealth Management and was responsible for the creation and portfolio management of the Beta+ platform, a family of discretionary structured note strategies.
Kirk holds a B.B.A. in Finance from the George Washington University and is a CFA® charterholder.
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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
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