Shreya Chary
Vice President @J.P. Morgan Private Bank
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WORK HISTORY
Vice President @J.P. Morgan Private Bank
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 VALUEJPM, 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: 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
Villanova University
Bachelor's Degree
SKILLS
ABOUT SHREYA CHARY
As a Banker at J.P. Morgan Private Bank, I advise multi-generational families, successful entrepreneurs and wealth creators in formulating a comprehensive approach that stewards assets across generations. I couple a genuine commitment to clients’ success with my international mindset and diverse business background. I am dedicated to understanding each individual’s priorities, passions and pain points, and am tireless in delivering investment, estate planning, lending, banking and philanthropic strategies aligned with short- and long-term goals.I pride myself on being very hands-on, organized, and a “connector” for those I work with—leveraging J.P. Morgan across lines of business and making introductions to like-minded clients, centers of influence and potential opportunities.
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