J.P. Morgan Private Banking Locations near Scottsdale, AZ, United States
Tim Jones is a Market Manager at J.P. Morgan Private Bank in Scottsdale, Arizona. He and his team create customized wealth management strategies for individuals and families throughout the Arizona community, helping them build, sustain and grow wealth over time. They draw from the global resources of JPMorgan Chase & Co. to advise clients on complex wealth planning and balance sheet needs.
Prior to his current role, Mr. Jones was a senior member of the Scottsdale Investment Team for four years, advising clients on holistic asset allocation and tactical investment decisions. Before joining J.P. Morgan, he was a wealth manager for a subsidiary of Zion’s Bancorporation, where he focused on direct portfolio management of pension plans, nonprofit organizations and individual clients. Previously, he was a principal at BG Associates for seven years, whose assets Zion’s acquired in May of 2006. Earlier in his career, Mr. Jones was a specialist on the Pacific Stock Exchange working for Morgan Stanley.
Mr. Jones is actively involved in the community and a member of the Thunderbirds, the host organization for the PGA Tour’s Waste Management Phoenix Open. Additionally, he sits on the Foundation Board of Xavier College Preparatory and All Saints Episcopal Church.
Mr. Jones earned a Bachelor of Science with a major in Business Administration from the University of Southern California. He lives in Phoenix, Arizona, with his wife, Shannon, and their two daughters.
David Regan is the Head of Investments for the West Region at J.P. Morgan Private Bank. In this role, he leads the investment specialist teams across the Western United States and provides clients with wealth management advice and strategies to help them meet their financial goals. Mr. Regan and his team draw from extensive research and the resources from across JPMorgan Chase & Co. to deliver customized investment plans to help clients grow and sustain wealth.
Mr. Regan joined J.P. Morgan in 1999 and has worked in Philadelphia, New York, London, Denver and Los Angeles in various roles, including as a senior member of the firm’s Strategy and Solutions team focused on manager selection. In these positions, he worked with clients in the United States, Latin America, Europe, the Middle East and Asia.
He serves on the board of the Young Musicians Foundation, the Premier Circle of the American Film Institute and the Director’s Vision Society of the Museum of Contemporary Art in Denver.
Mr. Regan received his bachelor’s degree from Harvard University, graduating with honors in History and Economics.
Olivier de Givenchy is the U.S. West Region Head for J.P. Morgan Private Bank and oversees offices in California, Washington, Arizona and Colorado. His team offers innovative solutions and advice to help clients grow and preserve wealth over multiple generations.
Prior to assuming his current role, Mr. de Givenchy was the Chief Executive Officer of J.P. Morgan Private Bank in the United Kingdom and sat on the board of J.P. Morgan International Bank Ltd. Mr. de Givenchy began his career in financial services in 1985. He has been with J.P. Morgan since 1993 in a number of leadership roles in the Private Bank and Investment Management, including Chairman of J.P. Morgan International Bank for two years, Chairman of the London Management Committee for the Private Bank, and the Private Bank representative for the EMEA CEO Conference since its inception.
Mr. de Givenchy sits on the Social Finance Investment Committee for JPMorgan Chase & Co. and is a member of the International Committee of San Patrignano, an Italian charitable organization. He serves on the board of Taffin, a New York privately held luxury goods company, and is a lifetime Vice President for the Children in Crisis organization. In addition, he is an Ambassador of The Blue Marine Foundation and founding member of the Blue Marine Yacht Club.
Mr. de Givenchy is a graduate of Manhattanville College, New York, with a B.A. in Political Science.