Brian Saltzberg
Executive Director, Banker @J.P. Morgan
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WORK HISTORY
Executive Director, Banker @J.P. Morgan
Chicago, IL, 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”). Annuities & 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 VALUEOpinions 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
The University of Texas at Austin
Bachelor of Arts (B.A.)
Highland Park High School
High School Diploma
SKILLS
ABOUT BRIAN SALTZBERG
As an Executive Director and Banker at J.P. Morgan Private Bank, I work closely with affluent individuals and their families to help guide them through the complexity of financial decision making. I offer hands-on and attentive service, uncovering clients’ goals and offering customized strategies that are tailored to their meaningful objectives. I have found that families with significant assets seek innovative approaches for investing and preserving wealth. I am a dedicated advocate who provides direct access to J.P. Morgan’s robust wealth management platform—thought leadership, expert resources and opportunistic ideas—making sure the right players are on the field. Whether clients wish to leverage illiquid balance sheets, require wealth planning, or have sophisticated lifestyle or lending needs, I bring a problem-solving style to care for their priorities. Above all, my goal is to build genuine relationships, and to this effort, I bring care, loyalty, attention to detail and compassion.Throughout my ten year career in finance, I have deepened my knowledge of portfolio construction, philanthropic giving, college planning, trust and estate strategies, and cash flow management. In addition, I am experienced in handling inbound wealth from international clients. Now at J.P. Morgan, I tap into an expansive institution that enables me to make a difference in the lives of clients whose achievements I greatly admire.
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