Managing Director Global Head of Equity Specialists
Omar is a Managing Director and Global Head of Equity Specialists for J.P. Morgan Private Bank. In this role, Omar oversees the managed equity portfolio offerings available to private clients, and partners closely with the firm’s CIO, equity portfolio managers, and Manager Selection to provide communication and insight around our platform.
Prior to his current role, Omar was the Head of the Managed Solutions Specialist team covering the Latin America and Global Families businesses at J.P. Morgan Private Bank. Omar joined J.P. Morgan in 2018 from UBS where he was an Equity Strategist in their Investment Bank responsible for driving the firm’s top-down view on US equities for institutional clients. Prior to that, he focused on manager selection and due diligence of private equity managers, first for UBS Wealth Management in London and later for a $4bn+ US-based private fund-of-funds. He began his career in the graduate training program at UBS Wealth Management covering high net worth clients in Latin America.
Omar holds a bachelor’s degrees in Economics and Computer Science from the University of Pennsylvania, and an MBA from Columbia Business School. Outside of work, Omar enjoys spending time with his wife and two sons and playing basketball and golf.
Please tell us about yourself, and our team will contact you.
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck
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
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.