Robert Holman

About Robert Holman

As a Banker and member of the Financial Sponsors Group at J.P. Morgan Private Bank, I advise some of the most sophisticated clients of the bank, including investment professionals and private equity partners and their firms in addition to C-suite executives at portfolio companies. I serve as an advocate to simplify their personal wealth management, freeing them to focus on their busy careers. I blend my rich background serving private equity and venture capital clients with my team’s 25 years of experience in this sector to help add value across both sides of the balance sheet. I work in collaboration, orchestrating the specialized disciplines at the firm to align approaches that complement each individual’s goals. I understand the need to be proactive in anticipating near- and long-term objectives, presenting strategies for liquidity management that offer financial flexibility. I deliver direct access to J.P. Morgan’s intellectual capital—the thought leadership, private placements and exoteric opportunities not commonly available to the average investor.

Experience

1. Executive Director, Banker at J P Morgan Private Bank

   J.P. Morgan Private Bank

   Jul 2023 — Present · New York, NY, US

   J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co.(JPM). JPMorgan Chase Bank, N.A. and its affiliates (collectively \"JPMCB\") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (\"JPMS\"), a member of FINRA and SIPC. Annuities 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 JPM. INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUE JPM, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to these disclosures: The opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile (including strategies or views) is intended for informational purposes only. It should not be relied upon as individually tailored advice and is not an offer to buy, hold or sell any investment, financial instrument or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.\"Likes\",\" Favorites \" or similar functionality on social media sites should not be considered a positive reflection of actual client experiences or services offered by JPM. Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important- information-sm.

Education

• Rutgers University

  Bachelor of Science

Skills

• Series 63
• Investments
• F
• Securities
• Lending Solutions
• Wealth Management
• Financial Services
• Credit Analysis
• Credit
• Mortgage Lending
• Banking
• Mutual Funds
• Finance
• Series 7
• Commercial Lending
• Small Business Lending
• Portfolio Management
• Loans
• Fixed Income
• Private Banking
• Financial Analysis