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Biography
TJ is a Managing Director at the J.P. Morgan Private Bank and is the Market Head of Investments for the Financial Sponsors Group based in New York. In this capacity, TJ is responsible for leading the investment efforts of the Financial Sponsors Group to provide comprehensive and holistic wealth planning and investment advice to senior founding private equity partners and their families.
With two decades of investment experience, TJ works closely with senior private equity partners and their families, advising them on strategic and tactical asset allocation, risk management, and multi-asset class investment strategies.
TJ has earned the Chartered Financial Analyst designation, an MBA in Finance from Fordham University and a BA from Franklin & Marshall College. He is a member of the CFA Institute. TJ currently resides in Fair Haven, New Jersey with his wife and two sons.
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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. Insurance products 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
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