Bob Fritz
Managing Director, Head of Executive Advisory @J.P. Morgan Private Bank
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WORK HISTORY
Managing Director, Head of Executive Advisory @J.P. Morgan Private Bank
New York, NY, US
J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). 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.(JPM). INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.
EDUCATION
Saint Michael's College
Bachelor's Degree
Union College
Master of Business Administration (M.B.A.)
ABOUT BOB FRITZ
As a Managing Director and Head of Executive Advisory at J.P. Morgan Private Bank, I advise CEOs and other senior executives on compensation and benefit-related matters to help them maximize these sophisticated offerings. I draw on three decades of experience working directly with some of the most influential stakeholders in corporate America, whose wealth is closely tied to corporate benefits. I take a consultative approach to help these successful clients think critically about their long-term goals and make strategic decisions that align with their aspirations. My specialization spans the full range of company-sponsored executive compensation structures, including stock plans, deferred benefit plans, retirement plans and more.
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