Managing Director Head of Investments
Jamie Lavin is a Managing Director for J.P. Morgan Private Bank in Dallas, Texas. She is responsible for leading the investment practice for high- and ultra-high-net-worth clients throughout Texas, Oklahoma, Arkansas and Louisiana. Jamie’s team of professionals is responsible for approximately $12 billion in assets under management and $27 billion in assets under supervision. The team provides advice on portfolio construction, asset allocation and manager selection across both public and private markets. Jamie has 13 years of investment experience at J.P. Morgan.
Prior to her current role, Jamie spent six years as a Senior Investment Specialist in the Global Investment Opportunities Group in New York. There, she was responsible for providing custom investment advice and trading expertise to institutionally minded ultra-high-net-worth individuals, family offices and hedge fund clients. Jamie has expertise utilizing cash, derivative and structured products across a variety of asset classes to achieve clients’ goals. From 2007 to 2009, she supported the business and sales management for the Global Head of Investments at J.P. Morgan Private Bank. Jamie joined the firm in 2006 in New York, advising wealthy families in the Northeast.
Jamie earned a Bachelor of Science in Finance and History from Boston College. She also serves as a Trustee of Worcester Academy in Worcester, Massachusetts.
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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. JPMCB and JPMS are affiliated companies under the control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • 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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