Charles Zamorano
Executive Director, Latam & Gfg Lead for Goals-based Planning, International Private Bank @J.P. Morgan Private Bank
Signup · Get unlimited contacts
WORK HISTORY
Executive Director, Latam & Gfg Lead for Goals-based Planning, International Private Bank @J.P. Morgan Private Bank
Miami, FL, US
EDUCATION
Binghamton University
Bachelor’s Degree, Mathematics
SKILLS
ABOUT CHARLES ZAMORANO
As the LATAM & GFG Lead for Goals-Based Planning, International Private Bank at J.P. Morgan, I leverage my 17+ years of experience in the asset management industry to provide customized and holistic wealth management solutions to high-net-worth clients across Latin America and the Global Families Group. I am a CAIA® charterholder, a CFA Level Candidate, and a Series 7 & 66 holder.My core competencies include portfolio management, client servicing, strategic marketing, and product development, with a specialization in alternative investments. I have a deep understanding of global capital markets, as well as various investment strategies employed by multi-asset portfolios. I have an exceptional ability to build effective relationships and interface with current and prospective clients, as well as internal and external partners. I have a high energy level and a proven track record of delivering impactful results both independently and as a team member. My mission is to help clients achieve their financial goals and aspirations, while adhering to the highest standards of ethics and integrity.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.