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Jeffrey Kaveney

Global Head of Banking & Custody

Biography

Jeff Kaveney is the Global Head of Banking & Custody for J.P. Morgan’s Wealth Management division. His mission is to assist individuals and families throughout the process of managing complicated banking and custody scenarios. Core to Jeff’s beliefs is alignment with the J.P. Morgan principles of transparency, elevated performance and high-touch client service.

Jeff 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.

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 lives in New York City and is an avid skier, runner and triathlete.

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Jeffrey Kaveney

Dec 18, 2019

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Jeffrey Kaveney

Biography

Read insights from Jeffrey

Why do you give up liquidity when you don’t have to?

Tell Us More About You

Your Recent History

LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck