Maggie Obrien

Managing Director - Co-head of Chicago @J.P. Morgan Private Bank

Chicago, IL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2023 — Present

Managing Director - Co-head of Chicago @J.P. Morgan Private Bank

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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

N/A

Georgetown University

Bachelor of Applied Science - BASc, Finance

2014 — 2016

Northwestern University - Kellogg School of Management

Master of Business Administration (M.B.A.), Executive Program

1999 — 2003

Georgetown University McDonough School of Business

Bachelor of Arts and Science , Finance

SKILLS

BankingRisk ManagementPortfolio ManagementLoansCreditBusiness Process ImprovementCredit RiskTeam LeadershipReal EstateCross-Functional Team LeadershipCash ManagementCredit AnalysisFinancial ServicesCommercial LendingCommercial BankingManagementFinancial StructuringStrategic PlanningSmall Business LendingBusiness DevelopmentWealth ManagementCapital MarketsAccountingFinancial Analysis

ABOUT MAGGIE OBRIEN

Maggie McGuire O’Brien is a Managing Director and Co-Head of Chicago at J.P. Morgan Private Bank. She leads and manages a team of more than 200 bankers, investors, credit executives, trust and estate attorneys, and client service professionals. Maggie’s team is dedicated to providing wealth management advice and solutions to executives, founders, foundations, families, and family offices. Her team oversees more than $140 billion of client assets and has been a cornerstone of wealth management in Chicago for over 160 years. Maggie has deep roots in Chicagoland which enables her to play an active and visible role in expanding J.P. Morgan’s presence in the community. She is a member of the Illinois Market Leadership Team for J.P. Morgan Chase & Co, a group of the state’s most senior leaders that works together to deliver the full breadth and expertise of the firm to clients locally. Maggie is a member of The Commercial Club of Chicago and The Chicago Network. She sits on the board of Chicago Innovation and the Illinois Economic Development Corporation. She is also a Daniel Burnham Fellow \'25. Prior to joining J.P. Morgan in 2019, Maggie served in a variety of leadership positions at BMO Financial Group. In addition to leading two markets in BMO’s Private Bank, she also held leadership positions in Credit Risk Management and Commercial Banking and has extensive experience working directly with privately held businesses. Maggie earned a BA in Finance from Georgetown University in Washington, DC, and an MBA from the Kellogg School of Management at Northwestern University in Evanston, IL. She holds the Series 7, 63, 9 and 10 securities licenses as well as Illinois Life and Health Insurance certifications. Maggie grew up on Chicago’s North Shore and currently resides in Wilmette, IL with her husband and four children.

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Maggie Obrien — Managing Director - Co-head of Chicago at J.P. Morgan Private Bank in Chicago, IL, US | Unifers