Manny Ortiz

About Manny Ortiz

I partner with highly affluent business owners, professionals, real estate investors and members of the Hispanic community whose wealth scenarios have evolved to more sophisticated sets of objectives. I deliver thought leadership and a strong knowledge of the capital markets to help clients transform their success into financial freedom for themselves and future generations. I present clients with the opportunity to curate bespoke wealth plans and address the comprehensive nature of complex financial scenarios. I take a long-term planning approach that considers estate and tax strategies so that clients may protect and preserve their wealth in an efficient manner. By tapping the firm’s specialists, I integrate my clients’ needs for income generation, cash management, risk mitigation, liquidity strategies, lending and private investment goals. I am a natural connector, and offer access to the Commercial Bank, Investment Bank and other lines of business.

Experience

1. Vice President, Banker

   J.P. Morgan Private Bank

   Jan 2024 — Present

   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

• Rollins College

  BA, Economics

  2010 — 2012

• University of Central Florida

  Master of Business Administration - MBA

  2019