Doug Leister
Private Banker at J.P. Morgan Private Bank
- Role
- Private Banker at J.P. Morgan Private Bank
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Doug Leister
Doug Leister is a Private Banker in the J.P. Morgan Private Bank where he focuses on…
Experience
Private Banker
Jan 2015 — Present · Chicago, IL, US
Doug provides client-specific advice across investing, lending, banking, and advanced planning strategies for wealth forecasting, tax and estate planning, the sale of a private business, managing concentrated stock positions, and multi-generational wealth transfer. Doug focuses on clients with concentrated portfolios including business owners, corporate executives and principals at private investment firms. Doug also leverages his previous experience managing a multi-asset investment strategy to advise on asset allocation, diversification, portfolio construction, reducing concentration risk, tax-efficient investing, and alternative investments.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”). Annuities & 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
Harvard Business School
MBA
2000 — 2002
Miami University
B.S.
1991 — 1996
Skills
- Business Development
- Wealth Management
- Hedge Funds
- Finance
- Asset Allocation
- Risk Management
- Strategy
- Multi-Generational Wealth Transfer
- Marketing
- Business Strategy
- Entrepreneurship
- Private Banking
- Wealth Preservation
- Inflation
- Alternative Investments
- New Business Development
- Portfolio Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.