Managing Director Head of Investments
Jamie Lavin is a Managing Director for J.P. Morgan Private Bank in Dallas, Texas. She is responsible for leading the investment practice for high- and ultra-high-net-worth clients throughout Texas, Oklahoma, Arkansas and Louisiana. Jamie’s team of professionals is responsible for approximately $12 billion in assets under management and $27 billion in assets under supervision. The team provides advice on portfolio construction, asset allocation and manager selection across both public and private markets. Jamie has 13 years of investment experience at J.P. Morgan.
Prior to her current role, Jamie spent six years as a Senior Investment Specialist in the Global Investment Opportunities Group in New York. There, she was responsible for providing custom investment advice and trading expertise to institutionally minded ultra-high-net-worth individuals, family offices and hedge fund clients. Jamie has expertise utilizing cash, derivative and structured products across a variety of asset classes to achieve clients’ goals. From 2007 to 2009, she supported the business and sales management for the Global Head of Investments at J.P. Morgan Private Bank. Jamie joined the firm in 2006 in New York, advising wealthy families in the Northeast.
Jamie earned a Bachelor of Science in Finance and History from Boston College. She also serves as a Trustee of Worcester Academy in Worcester, Massachusetts.
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。