Verified recordFinancial Services

Bob Austrian

Client Specialist, Executive Director, Private Wealth Management at J.P. Morgan

Based in San Francisco, United States

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Seniority

Other

Department

Other

Location

San Francisco

Industry

Financial Services

Company size

81K

Contact information

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Email

1 credit

b•••••••@jpmorgan.com

Phone

5 credits

+1 ••• •••• ••••

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Background

About Bob Austrian

A +30-year veteran of institutional and personal investing, sell- and buy-side research, technology, and private wealth management solutions, I recently pivoted to a new, exciting, and wonderfully challenging career phase – call it the Top of the 7th – here in San Francisco with JP Morgan. As a Client Specialist covering Northern California and much of the Pacific and Mountain time zones, I serve the diverse, essential, holistic needs of High Net Worth and Ultra High Net Worth clients across the full spectrum of J.P. Morgan Chase wealth services, strategies, and products. In particular, I work at the intersection of our comprehensive banking and wealth management platforms and professional teams, identifying opportunities to serve clients fully, and helping realize J.P. Morgan's evolving wealth management business strategies and growth potential.

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