Rob Jamison

About Rob Jamison

The greatest part of America\'s wealth lies with family-owned businesses. As a former member of a 193 year old, 7th generation family owned business, Rob brings a unique perspective to family wealth management. Having learned firsthand the rewards and challenges of running a privately held business, Jamison provides meaningful strategies to financial and non-financial issues that tightly held businesses and their families face today. Rob learned firsthand the critical importance of communication, leadership development and fostering healthy family relationships. He also learned that the strategic planning process is pivotal to a family business in supporting successful management succession, ownership transition, governance and profitable business strategies. Jamison offers access to the resources of Chase business banking, JP Morgan Wealth Management and estate planning platform to address an array of specialized wealth needs that may affect you, your family and your family business.

Experience

1. Private Client Advisor

   J.P. Morgan

   Mar 2023 — Present · Pittsburgh, PA, US

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Education

• University of Vermont

  Bachelor's Degree

  1989 — 1993

Skills

• Investments
• Public Relations
• Strategic Financial Planning
• Trading
• Brand Development
• Luxury
• Product Management
• Strategic Planning
• Sales
• Marketing
• New Business Development
• Corporate Finance
• Valuation
• Strategy
• Finance
• Financial Modeling
• Account Management
• Social Media Marketing
• Private Equity
• Marketing Strategy
• Equities
• Asset Management
• Mergers & Acquisitions
• Leadership
• Management
• Financial Planning