J.P. Morgan Private Banking Locations near NY, United States
Morristown225 South StreetMorristown, NJ 07960800-743-2270A156.61 mi
Greenwich100 West Putnam Avenue 1st FloorGreenwich, CT 06830203-629-3123B163.48 mi
J.P. Morgan Headquarters270 Park AvenueNew York, NY 10017212-464-1909C169.52 mi
Richard Kalfayan is a Market Manager at J.P. Morgan Private Bank in New Jersey. In his current role, he works with a team of specialists to advise high-net-worth individuals, foundations and senior executives on asset allocation, portfolio construction, equities, fixed income and alternative investments, helping them to sustain and grow wealth over time. Mr. Kalfayan specializes in options strategy and derivative markets.
Mr. Kalfayan joined J.P. Morgan in 1989 and the Private Bank in 2006. Until recently, he had been the Investment Team Leader for the New Jersey market. Prior to that, Mr. Kalfayan was a Product Specialist in the J.P. Morgan Equity Derivatives Group, marketing a variety of strategies to the firm’s Private Bank clients. He was also a Senior Trader on the Equity Derivative Group’s Finance Desk, focusing on equity swap and forward contracts.
He earned a Bachelor of Arts in Finance from Richard Stockton College. He resides in Marlboro, New Jersey, with his wife Denise and two children Katie and Jake.
Alma DeMetropolis is a Market Manager for J.P. Morgan Private Bank in New Jersey. Ms. DeMetropolis and her team advise clients on a range of wealth management strategies and address the complex wealth planning and balance sheet needs of ultra-high-net-worth individuals, families, endowments and foundations across New Jersey. She is also the Chairperson of the New Jersey Market Leadership Team.
Ms. DeMetropolis joined J.P. Morgan in 1992. In the mid 1990s she worked in J.P. Morgan's offices in Europe (London, Madrid, Paris and Zurich) with a specialized team to centralize Global Market businesses in preparation for the Euro Currency. She also worked for the Global Markets businesses with direct support to the trading desks, and worked with clients in Argentina, Chile, Mexico and Venezuela, where she advised and managed investment portfolios. Recently, Ms. DeMetropolis was recognized by NJBIZ as one of the Best Fifty Women in Business for 2012.
She recently joined the Dean Advisory Council at Cornell University and she is a Board Member of the Liberty Science Center in Jersey City, New Jersey, and the New Providence Education Foundation. In addition, Ms. DeMetropolis completed a four-year partnership as a PENCIL Partner with elementary school PS 198 in Brooklyn, New York. She also volunteers at Big Brothers, Big Sisters in Newark, New Jersey.
She is a Chartered Financial Analyst ® and is a member of the CFA® Institute and the New York Society of Security Analysts.
Ms. DeMetropolis holds a Bachelor of Science from Cornell University. She is fluent in Spanish and Greek, and currently resides in New Providence, New Jersey with her two children.
Jennifer Solimine is the Investment Team Lead for J.P. Morgan Private Bank in Greenwich, Connecticut. Ms. Solimine helps clients throughout Connecticut address the complexities of sustaining wealth. Working with a team of specialists, she provides customized, ongoing guidance regarding asset allocation, brokerage plans and current market opportunities in order to help clients reach their financial goals.
Prior to joining J.P. Morgan in 1999, Ms. Solimine managed a domestic equity mutual fund at Nomura Asset Management. She also worked at Neuberger Berman doing both research and marketing.
Ms. Solimine is a Chartered Financial Analyst®.
She earned a Bachelor of Science from Lehigh University and an M.B.A. from the Leonard N. Stern School of Business at New York University.
Caroline Brecker is a Market Manager at J.P. Morgan Private Bank in Greenwich, Connecticut. She leads a team of seasoned professionals who help clients grow and sustain wealth over multiple generations. Ms. Brecker and her team draw on the global resources of JPMorgan Chase & Co. to create wealth management plans tailored to each client’s individual needs.
Ms. Brecker has been in the financial industry since 1994. Before joining J.P. Morgan in 1997, she held positions with Bankers Trust and Chemical Bank covering institutional clients. She has extensive experience in developing private client relationships and advising families of substantial wealth. She was recognized in 2008 by Connecticut Magazine as one of the top 10 financial advisors in the state, and by Barron’s in 2009 for the same distinction.
Ms. Brecker has been an active fundraiser for Duke University. She is also a member of the New York Financial Partnership Steering Committee, “Women in Leadership” Steering Committee and the Center for Financial Excellence Board (Fuqua). Locally, Ms. Brecker is on the Greenwich YWCA Leadership Council and on the board of The Breast Cancer Alliance. In 2013 she received a YWCA BRAVA Award recognizing outstanding women achievers.
Ms. Brecker earned both a Bachelor of Arts degree in Public Policy and an M.B.A. from Duke University. She resides with her husband Jon Yenor and three sons in Riverside, Connecticut.
Tad Smith is a Market Manager at J.P. Morgan Private Bank in Greenwich, Connecticut. He leads a team of nearly 75 professionals who are responsible for managing over $30 billion in client assets. Mr. Smith and his team create customized investment plans to help clients grow and sustain wealth across multiple generations. They take a comprehensive approach to wealth management, with a long-term perspective to help clients meet their financial goals.
Prior to joining J.P. Morgan in 1992, Mr. Smith worked in New York as an Investment Banker at Kidder, Peabody and as a Commercial Loan Officer at Manufacturers Hanover Trust Co., a predecessor bank of JPMorgan Chase & Co.
Mr. Smith serves on the Board of the Darien Public Library and the Vestry of the Talmadge Hill Community Church.
He received a Bachelor of Arts from Colgate University and an M.B.A. from the Darden Graduate School of Business Administration at the University of Virginia.
Kelly Coffey is Deputy Chief Executive Officer of the U.S. Private Bank, one of the largest providers of wealth management services with 64 markets across the country and more than $500 billion in client assets. She is a member of the Global Wealth Management Operating Committee at J.P. Morgan, the senior leadership group responsible for strategic matters within the Global Private Bank.
Prior to joining the Private Bank in 2012, Ms. Coffey spent 23 years at J.P. Morgan Investment Bank, where she most recently led the Diversified Industries Banking team, covering clients in the automotive, transportation, industrials, aerospace and defense sectors. She also chaired J.P. Morgan’s Reputation Risk Committee in North America and led the Investment Bank’s Women’s Network, which focuses on developing and promoting women at the firm.
Ms. Coffey held a variety of leadership positions at the Investment Bank, including Head of Equity, FX & Interest Rate Derivatives Marketing, and Co-Head of Corporate Finance Advisory in North America. The Corporate Finance Advisory group works with clients on ratings advisory, capital structure and risk management, M&A structuring, equity and credit-linked market solutions. She began her career in Mergers & Acquisitions and spent six years working in Buenos Aires, Argentina.
She earned her bachelor’s degree in International Affairs and French from Lafayette College and holds an M.S.F.S. in International Business and Foreign Service from Georgetown University. Ms. Coffey sits on the Board of Directors for the Marymount School and the Knowledge Is Power Program (KIPP), a public charter school in New York City.
She lives in New York City with her husband and daughter.
John Duffy is Chief Executive Officer of the U.S. Private Bank at J.P. Morgan, responsible for overseeing one of the largest providers of wealth management services with more than $500 billion in client assets. He is a member of the J.P. Morgan Private Bank Operating Committee, the senior leadership group responsible for strategic matters within the Private Bank.
Mr. Duffy was previously the Vice Chairman of the U.S. Private Bank and Head of the Private Bank’s Northeast Investment business. As Vice Chairman of the U.S. Private Bank, he sat on the Private Bank Investment Strategy Committee, the Investment Review Committee, the Global Investment Leadership team and the Private Bank Executive Committee. Prior to that, Mr. Duffy led the Private Bank’s Western region, the Private Client Brokerage business for North and South America, and early in his career held leadership positions at the Corporate and Investment Bank. Additionally, he held the position of Chairman and Chief Executive Officer of J.P. Morgan Trust Company, N.A. He has been with J.P. Morgan since 1982.
Mr. Duffy is a graduate of the College of the Holy Cross and New York University, Stern School of Business. He is a former Trustee of Xavier High School, a Jesuit educational institution. Mr. Duffy previously served as Vice Chairman to the Investment Committee of the Westchester Putnam Council Boy Scouts of America.