Heshan Wanigasekera
Banker Vice President - Private Bank @J.P. Morgan Private Bank
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WORK HISTORY
Banker Vice President - Private Bank @J.P. Morgan Private Bank
Philadelphia, PA, US
J.P. Morgan Private Bank provides investment and wealth management solutions to ultra-high-net-worth families to help them protect, manage and grow their wealth across generations.Primary responsibilities include new business acquisition and current client retention, with a specific focus on advising ultra high net worth families, private business owners, corporate executives and foundations on wealth management strategies including portfolio construction, tax-efficient investment management, pre-transaction planning and trust & estate planning.
EDUCATION
Drexel University
Bachelor of Science in Business Administration (BSBA), Finance and Economics
SKILLS
ABOUT HESHAN WANIGASEKERA
Heshan is a Banker in the Philadelphia office of the J.P. Morgan Private Bank. Together with his team, he delivers wealth management services to families, private business owners, executives and foundations. A 10 -year veteran of the firm, Heshan advises clients on every aspect of wealth management across the entirety of their balance sheet. He helps develop tailored strategies to reach their individualized goals and is particularly focused on investment management, estate planning, banking and lending.
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