Eric Zellweger, Managing Director, is the Head of the Investments for the Rockies Region at J.P. Morgan Private Bank. In this capacity, he is 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.
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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.
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