Executive Director Head of Investments and Advice
Charlie Schwartzel is Head of Investments and Advice and an Executive Director in the Houston office of J.P. Morgan Private Bank. As a member of the Houston Private Bank leadership team, Charlie fosters an environment of excellence to advise wealthy individuals in a customized manner. He draws on his strong communication skills to guide clients and promote J.P. Morgan’s presence in the community.
Charlie works in concert with a team of investment specialists to design integrated strategies tailored to each individual’s specific needs and objectives. He believes this collaborative approach, which considers the entirety of the balance sheet, is critical to helping clients preserve and grow their wealth. Charlie navigates across the firm and taps his own knowledge base to develop strategies for accomplishing a broad range of goals—planning, banking, borrowing and investing. As a child, he was exposed the basic tenets of estate planning around the dinner table, and is adept at simplifying complex concepts and turning them into actionable strategies.
Charlie has spent his entire career at J.P. Morgan across a variety of roles. Prior to his current role, Charlie managed and mentored the Analyst Program in Houston after previously serving as a chair of the Global Analyst Council.
A native of Houston, Charlie attended Strake Jesuit and has maintained close ties to his alma mater. He received a B.A. in Economics from Vanderbilt University, graduating summa cum laude with dual minors in Financial Economics and Corporate Strategy. Charlie is also a CFA® charterholder.
Charlie and his wife, Anna, are pleased to be raising their daughter Alice in their hometown alongside both of their families. He is a board member of Collaborative for Children, a nonprofit that helps strengthen early childhood education so that the region’s next generation can succeed. Charlie also sits on the Advisor Outreach Committee of the Greater Houston Community Foundation. To relax, he likes to travel with his family and play golf.
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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. Annuities 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. Please read the Legal Disclaimer in conjunction with these pages.
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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