Utility Name

Eric Zellweger

Managing Director Investment Specialist

Biography

Eric Zellweger, Managing Director, is an investment specialist for the Rockies Region at J.P. Morgan Private Bank. Prior to his current role, Eric was the Head of Investments for the Rockies Region and was responsible for the investment business and the team of investment specialists that works with the firm’s clients. Eric also works directly with clients to help them meet their complex financial goals by providing wealth management advice and strategies.

Eric joined J.P. Morgan in New York in 1998. In 1999, he joined the Private Bank in Dallas, Texas, and in early 2001, he helped to open the J.P. Morgan Private Bank office in Denver, Colorado. Eric previously served on the J.P. Morgan Private Bank Advisory Committee, and he was the first Analyst Resource Manager for the Private Bank team in the Rockies. In this capacity, he was responsible for managing the team’s pool of analysts.

Eric serves as Co-Head of the M.B.A. Recruiting Team for the University of North Carolina at Chapel Hill. He is the Chairman of the Archdiocesan Finance Council for the Catholic Church of Northern Colorado.

Eric received a B.S. in Business Administration from the University of North Carolina at Chapel Hill. He is a CFA® charterholder.

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

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