Dhruv Rao

Dhruv Rao

Vice President @J.P. Morgan Private Bank

New York, NY, US
EMAILS
d••••••••@jpmorgan.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2025 — Present

Vice President @J.P. Morgan Private Bank

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NY, US

Investment Specialist

EDUCATION

2015 — 2019

Baruch College

Zicklin Honors; Bachelor of Business Administration (BBA) , Finance and Investments, Minor in Communications and Advanced Business Analysis

2001 — 2013

Kalpa School

Indian Certificate of Secondary Education (ICSE)

2013 — 2015

Gitanjali Group of Schools

Indian School Certificate (ISC), Concentration in Economics & Commerce

SKILLS

Time ManagementMicrosoft PowerpointPublic SpeakingManagementProject ManagementLeadershipFinancial AnalysisMicrosoft WordTeam LeadershipCustomer ServiceSales ManagementResearchSocial MediaMicrosoft ExcelTrainingMicrosoft OfficeEvent PlanningPortfolio ManagementTeamwork

ABOUT DHRUV RAO

Dhruv works as a trusted Private Banker at J.P. Morgan’s Private Bank, where he delivers strategic advice to ultra-high-net-worth clients, guiding executives, entrepreneurs, and affluent families in navigating complex financial decisions required to grow and protect their assets. He blends his experience with J.P. Morgan\'s deep intellectual capital to create holistic, tax-efficient plans that target clients’ sophisticated and nuanced financial goals.Prior to Private Banking, Dhruv began his career in J.P. Morgan\'s investment bank\'s credit analysis division. He also worked at the Investment Management Division of Memorial Sloan Kettering Cancer Center, where he gained hands-on experience in institutional asset management, particularly within the Endowments and Foundations space.Dhruv is passionate about building a strong foundation of trust and integrity with his clients. Over the course of his career, he has developed a solid understanding of the investment landscape, spanning traditional and alternative investment vehicles, hedging, and monetization strategies.Dhruv graduated Magna Cum Laude from Baruch College’s Zicklin School of Business in 2019. He was an active leader on campus, serving as Vice President of Mentorship for the Finance Club and as a peer mentor through the T.E.A.M Baruch program. He is committed to working with diverse communities and strives to give back, aligning his personal values with his professional endeavors.Outside of work, Dhruv enjoys cooking, exploring the outdoors, playing pickleball and spending time with animals.

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