Global Head of Banking & Custody Practices Global Head of Lending Product and Development
Jeff Kaveney is the Global Head of Banking & Custody Practices and Global Head of Lending Product and Development for J.P. Morgan’s Private Bank. Core to Jeff’s beliefs is alignment with the J.P. Morgan principles of transparency, elevated performance and high-touch client service.
Jeff’s mission is to assist individuals and families throughout the process of managing complicated banking and custody scenarios. He strives to ensure clients take full advantage of their banking relationships with J.P. Morgan through safekeeping of assets, strategic cash management, and proper reporting and account structure built to achieve excellence.
Jeff is additionally responsible for ensuring the Private Bank’s lending offering is able to bring customized strategies, including securities-based lending, bridge capital and custom lending scenarios, to our clients to ensure liquidity and availability of funds to achieve their goals.
Spending his entire career with J.P. Morgan, Jeff has held several positions across the Private Bank. Prior to his current role, Jeff served as the Global Business Manager for the Investments Practice, where he delivered operations, sales and client relationship expertise to the practice. Prior, he was a member of the Trusts & Estates Team, and led the New York Portfolio Management Group. He began his career as a member of the Corporate & Investment Bank’s Finance & Business Management Team.
Jeff graduated from Syracuse University with degrees in Finance and Accounting. He an avid skier and runner.
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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
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.