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Erica S. Carpenter, CFA®
Managing Director Head of Investments and Advice
Biography
Erica Carpenter is a Managing Director and the Head of Investments and Advice for the Rocky Mountain Region for J.P. Morgan Private Bank. Erica oversees the Rockies’ investments business and a team of investment specialists who work with clients to develop personalized investment strategies and who provide advice on portfolio construction, asset allocation, manager selection, opportunistic trading and hedging strategies across both public and private markets.
Erica has been a key member of the Rocky Mountain investment team for the last 19 years, and she is responsible for over $5B of client positions. Erica works directly with clients to help them meet their complex financial objectives and advises them though their most critical financial moments. She has extensive experience working with entrepreneurs and public company executives and is a go-to resource for pre- and post-transaction planning and concentrated stock positions.
Erica has also been active nationally for the Private Bank including serving several years on Advisory Council for the USPB CEO, serving as a member of a weekly global investment strategy and opportunistic ideas committee and as a West Women’s Investor Ambassador. Erica was also recognized as one of the Denver Business Journal's 2024 "Outstanding Women in Business".
Erica graduated summa cum laude from DePauw University, where she received a B.A. in Economics with an emphasis in Business and Management. Erica is a Chartered Financial Analyst (CFA) Charterholder®.
Erica lives in Denver with her husband, Charlie and their children, Lilah, Lucas, and Matthew.
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To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
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 for key important J.P. Morgan Private Bank information 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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