Claudio Robertson
Executive Director at J.P. Morgan
Based in San Diego, United States
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Seniority
Director
Department
General Business & Management
Location
San Diego
Industry
Financial Services
Company size
86K
Contact information
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c•••••••@jpmorgan.com
Phone
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Background
About Claudio Robertson
As an Executive Director and Banker at J.P. Morgan Private Bank, I serve the dynamic and multicultural region of Southern California. My focus is on guiding entrepreneurs, business owners, CEOs, family offices and nonprofit organizations in making the complex financial decisions required to grow and sustain their wealth. I am proud to stand as a trusted role model and connector for members of the U.S. Hispanic and Latino community. Recently honored by The San Diego Business Journal as Top 50 Latino Leaders of Influence for my contributions and commitment to San Diego’s Hispanic community and business. I serve as a mentor and board member at several San Diego and regional institutions, including YMCA San Diego, San Diego Museum of Art, Universidad Xochicalco, Latin Business Association Network (LBAN), Endeavor, SCORE San Diego Chapter and as the Hispanic Latino Wealth Strategies Lead for JPM Private Bank.
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