David Henkel
Executive Director, Banker @J.P. Morgan Private Bank
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WORK HISTORY
Executive Director, Banker @J.P. Morgan Private Bank
Cleveland, OH, 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
University of Michigan
Bachelor of Arts - BA
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.)
ABOUT DAVID HENKEL
Financial Services executive with over 20 years of experience in capital markets and wealth management. Leader and team player who builds relationships inside and outside the organization to drive growth, profitability and community branding. Self-motivator with strong record of cultivating new clients, building client trust and maintaining top tier market share. Successful at developing investment strategy and delivering investment products and services to institutional, high net-worth and ultra-high net worth clients.
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