Executive Director, Banker
Jennifer is an Executive Director and Banker with the Private Bank at J.P. Morgan where she provides comprehensive wealth management to successful individuals, families and family offices, senior executives, private business owners, entrepreneurs and venture capitalists. Jennifer leads an integrated team of professionals within the Private Bank to advise clients on a range of matters including investing, borrowing, estate planning, transaction planning, executive compensation, banking and philanthropy. Jennifer works with clients in all industries but has a specific focus on beverages, spirits and technology.
Prior to joining J.P. Morgan, Jennifer was a venture consultant and an entrepreneur. During this time she co-founded and built a media finance company and served as the Consulting CFO to ventures in a range of industries including beverages, spirits, technology, media & entertainment, health & beauty and agriculture. Jennifer started her career in investment banking as a financial analyst in Mergers and Acquisitions at Gleacher & Co.
Jennifer received a B.S. in Finance from The Wharton School at the University of Pennsylvania, graduating Magna Cum Laude. She also holds Series 7 and 63 FINRA licenses.
Jennifer lives in Princeton, NJ. She is dedicated to her role as an advocate for eldercare and patient rights and has spent the past decade raising awareness and funds to benefit the fight against Alzheimer's Disease. Jennifer serves on the Board of Trustees for Princeton Senior Resource Center.
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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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