Brian Mauthe
Executive Director, Banker at J.P. Morgan Private Bank
- Role
- Executive Director, Banker at J P Morgan Private Bank at J.P. Morgan Private Bank
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Brian Mauthe
As an Executive Director and Banker at J.P. Morgan Private Bank, I work with high-net-worth and ultra-high-net-worth families, founders, C-suite executives and other professionals whose complex financial needs and ambitious goals demand sophisticated wealth management strategies. After gaining an in-depth understanding of each client’s unique needs, I develop individualized plans to help them achieve their goals and objectives by utilizing the global capabilities of J.P. Morgan.I have experience implementing pre-transaction planning, liquidity management, balance sheet optimization, investment management, hedging, tax mitigation and other strategies to help clients optimize their financial lives. I started my career in wealth management as an Investment Counselor, and I enjoy discussing the markets and helping clients to identify opportunities and risks for their portfolios. I am a former NCAA Division I football player, and pride myself on the strong work ethic, accountability, discipline and sense of teamwork I bring to my client relationships.
Experience
Executive Director, Banker at J P Morgan Private Bank
Mar 2023 — Present · New York, NY, US
J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co.(JPM). JPMorgan Chase Bank, N.A. and its affiliates (collectively \" JPMCB \") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (\"JPMS\"), a member of FINRA and SIPC. Annuities 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 JPM. INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUE JPM, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to these disclosures: The opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile (including strategies or views) is intended for informational purposes only. It should not be relied upon as individually tailored advice and is not an offer to buy, hold or sell any investment, financial instrument or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.\"Likes\",\"Favorites\" or similar functionality on social media sites should not be considered a positive reflection of actual client experiences or services offered by JPM.Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important- information-sm.
Education
College of the Holy Cross
Bachelor of Economics, Economics
2007 — 2011
Skills
- Outlook
- Salesforce.com
- Financial Analysis
- Series 7
- Economics
- Series 63
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