Eric Zellweger, Managing Director, is the Head of the Investments for the Rockies Region at J.P. Morgan Private Bank. In this capacity, he is responsible for the investment business and the team of investment specialists that works with the firm’s clients. Eric also works directly with clients to help them meet their complex financial goals by providing wealth management advice and strategies.
Eric joined J.P. Morgan in New York in 1998. In 1999, he joined the Private Bank in Dallas, Texas, and in early 2001, he helped to open the J.P. Morgan Private Bank office in Denver, Colorado. Eric previously served on the J.P. Morgan Private Bank Advisory Committee, and he was the first Analyst Resource Manager for the Private Bank team in the Rockies. In this capacity, he was responsible for managing the team’s pool of analysts.
Eric serves as Co-Head of the M.B.A. Recruiting Team for the University of North Carolina at Chapel Hill. He is the Chairman of the Archdiocesan Finance Council for the Catholic Church of Northern Colorado.
Eric received a B.S. in Business Administration from the University of North Carolina at Chapel Hill. He is a CFA® charterholder.
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。