Graham Wadsworth

About Graham Wadsworth

As an Investment Specialist in the Financial Institutions Group at J.P. Morgan Private Bank, I work with top financial executives in the New York City area, including hedge fund principals, fund managers, founders and their families. I offer advice tailored to the nuances of wealth scenarios, and am a dedicated point of access to the firm’s global capabilities, freeing clients to focus on their demanding careers.With seven years of portfolio management experience, I have developed a deep insight into the challenges of complex balance sheets. I serve as the investor in the client relationship, and present strategic recommendations that span traditional and alternative vehicles, as well as private deals.

Experience

1. Senior Associate, Investment Specialist

   J.P. Morgan Private Bank

   Jul 2024 — Present · NY, 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

• The University of Chicago Booth School of Business

  Master of Business Administration - MBA

• The University of North Carolina at Chapel Hill

  Kenan-Flagler Business School, Bachelor of Science in Business Administration

  2013 — 2017