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About Us
Sarah Brody, CFA®

Senior Donor-Advised Fund Specialist

Sarah Brody is an Executive Director and member of J.P. Morgan Private Advisory, a cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals.

Sarah is a part of The Philanthropy Centre and specializes in donor-advised funds. In this role, Sarah is primarily focused on developing initiatives to enhance J.P. Morgan Private Bank’s Donor-Advised Fund program, the J.P. Morgan Charitable Giving Fund.

Sarah began her career on the J.P. Morgan Philadelphia Private Bank team, where she worked to address the investment, banking, planning, fiduciary and charitable needs of ultra-high-net-worth individuals, families, and endowments and foundations. She then moved to New York and worked in a strategy and chief-of-staff capacity for the CEO of J.P. Morgan’s Wealth Management Solutions business.

Sarah is a CFA® (Chartered Financial Analyst®) charterholder. She Sarah graduated from Haverford College with a Bachelor of Arts in Economics. 

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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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 J.P. Morgan Private Bank regional affiliates and other important 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.

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