Tashi Sarhan

Tashi Sarhan

Executive Director, Banker @J.P. Morgan Private Bank

New York, NY, US
EMAILS
t••••••••@jpmorgan.com
MOBILE NUMBERS
+12•••••••19

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WORK HISTORY

Jun 2025 — Present

Executive Director, Banker @J.P. Morgan Private Bank

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New York, NY, US

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

2000 — 2004

Adelphi University

B.S., Computer Science & Finance

SKILLS

BankingP&L ManagementTeam ManagementLeadership DevelopmentCreditPortfolio ManagementCustomer Experience Management

ABOUT TASHI SARHAN

Tashi Sarhan is an Executive Director and Banker in the Law Firm Group at J.P. Morgan Private Bank. Tashi advises partners and executives at some of the most prestigious legal and professional firms in the area who seek experienced guidance to navigate the nuanced requirements of substantial wealth. She is an ally and advocate in adding value across the balance sheet so that her clients can attend to their demanding careers. Tashi is committed to building personal connections and fostering trust with her clients. She invests time in understanding their priorities and concerns, allowing her to anticipate and exceed their expectations. Her experience in delivering J.P. Morgan\'s products and services positions her as a trusted advisor, bringing intellectual capital and industry perspective to meet clients\' financial needs.With over 20 years of experience in the industry, Tashi brings a wealth of knowledge and experience working with clients across all aspects of their planning needs. She was recently the Co-Head of the New York Mortgage Solutions practice where she led a team of 34 Mortgage Specialists and Professionals. Joining JPMorgan Chase in 2010 as a Branch Manager, she managed the corporate headquarters branch in New York City, overseeing 95 employees and $4.2 billion in assets. Tashi holds a B.S. in Computer Science with minors in Mathematics and Finance from Adelphi University, where she was a dedicated tennis player on a full scholarship. She is actively involved in philanthropic endeavors, serving on the board of Culture For One, a New York-based non-profit organization dedicated to enriching the lives of children in foster care through the arts. Additionally, she is a member of the Professional Development Committee of the Asian Leadership Forum at J.P. Morgan and an active member of Women on the Move.

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