Daiana Celac

About Daiana Celac

As a Banker at J.P. Morgan Private Bank, I deliver sophisticated wealth management strategies to successful individuals, including current and former business owners, corporate executives, real estate professionals and others enjoying retirement. I embrace a relationship-centric approach, delivering the firm’s intellectual strength, global capabilities and alternative investments to support them along their wealth journeys. I understand that as balance sheets become more complex, clients benefit from experienced advice that is customized to their scenarios. I guide them in thinking through the intent for their wealth and the many challenges and opportunities accompanying substantial assets—investment portfolios, estate planning, philanthropic giving, family governance and more. I am highly networked at the firm, and provide direct access to the Commercial Bank, Investment Bank and other lines of business. I strive to do what is right for clients, and enjoy working with younger generations to prepare them to be good stewards of their families’ legacies. 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. 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. Products not available in all states. “J.P. Morgan Private Bank” is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide.

Experience

1. Private Banker

   J.P. Morgan Private Bank

   Jul 2022 — Present

   J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), memberFINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offeredby JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & insurance products are made available through ChaseInsurance 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 FEDERALGOVERNMENT 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 arecommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept ordersvia 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

• Marquette University

  Accounting

  2016 — 2018

• Harper College

  Accounting

  2014 — 2016