Gosia Lewis
Executive Director, Lending Specialist @J.P. Morgan Private Bank
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WORK HISTORY
Executive Director, Lending Specialist @J.P. Morgan Private Bank
Miami, FL, 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
Baruch College
MBA, Master of Business Administration in Finance & Investments
SKILLS
ABOUT GOSIA LEWIS
I work with a diverse range of clients, including heirs to family fortunes, seasoned corporate executives, first-generation entrepreneurs, business owners, and private equity and venture capital professionals. I leverage my technical background and proactive approach to provide thoughtful, strategic guidance on credit and complex transactions, simplifying the technical and making each experience personal.My approach to working with clients is collaborative, transparent, and client-centric. I take the time to understand each client’s unique priorities, communicating with clarity and empathy while proactively sourcing financing opportunities and anticipating needs. I am recognized as both a strategic advisor and a trusted partner, consistently bringing fresh ideas to the table.
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