Douglas Holthaus is an Executive Director and Client Advisor at J.P. Morgan Private Bank in Baltimore, MD. In this role, he provides individuals, families, foundations, endowments and associations with comprehensive wealth management strategies, ongoing guidance, and customized plans to address their financial needs.
Before joining J.P. Morgan, Doug was a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management in Baltimore. Employing a tailored approach when working with his clients, he helped business owners, entrepreneurs, senior executives and affluent families streamline their financial lives and prioritize the family, businesses and philanthropic concerns, allowing them to deploy and pass on their wealth more effectively.
Prior to joining U.S. Trust in 2014, Doug was a Senior Relationship Manager with PNC Wealth Management, where he worked for six years as an advisor to affluent clients. Previously, he was a Vice President of Mercantile Capital Advisors, a predecessor firm of PNC, where he spent nearly five years as a Vice President of Alternative Investments and Mutual Funds. His experience also includes tenures with Deutsche Asset Management, where he was a Relationship Manager to institutional clients; Friedman, Billings, & Ramsey Group, where he designed employee stock plans and executive services; and Legg Mason, where he began his career in 1996 in Client Account Services.
Doug holds a B.A. in political science from Salisbury University.
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。