Claire Lea-Howarth

About Claire Lea-Howarth

With over two decades of experience in the financial sector, my tenure at JPMorgan Private Bank has been marked by dedication to wealth management and strategic advisory. Currently, as Vice Chair, I focus on empowering wealthy families with tailored financial strategies that encompass investments, borrowing, trust and estate planning, next gen preparation and philanthropy. Our team at J.P. Morgan Private Bank thrives on forging deep relationships with clients, ensuring their financial aspirations are met with the utmost expertise and care. My mission aligns seamlessly with the organization\'s culture of excellence and client-centric values, as we collectively strive to deliver unparalleled service in the private banking sector.

Experience

1. Vice Chair

   J.P. Morgan Private Bank

   Jul 2024 — Present · New York, NY, US

   As Vice Chair, my focus is on empowering some of the wealthiest families in the country with tailored advice and strategies that encompass investments, borrowing, trust and estate planning, next gen preparation and philanthropy. The Vice Chair also serves as an ambassador of the firm representing J.P. Morgan Chase in the broader community.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 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

• Columbia Business School

  Master of Business Administration (MBA), Finance, General

  2002 — 2004

• The London School of Economics and Political Science (LSE)

  Bachelor of Science (BS), Social Psychology

  1992 — 1995

Skills

• Wealth Management