Verified recordFinancial Services

Eric Chen

Executive Director, Investment Strategy Private Bank at Jpmorganchase

Based in United States

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Seniority

Director

Department

Finance & Accounting

Location

United States

Industry

Financial Services

Company size

222K

Contact information

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Email

1 credit

e•••••••@jpmorganchase.com

Phone

5 credits

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Background

About Eric Chen

Senior strategic consultant with extensive experience in asset investment and wealth management, focusing on serving ultra-high net worth clients, family offices and institutional clients. Good at translating macroeconomic perspectives into executable investment themes, covering stocks, fixed income, alternative assets and private equity markets. Currently serving as Executive Director of Investment Strategy at JPMorgan Chase, leading cross-regional asset allocation strategies and client investment consulting work, covering North American, Asian and European markets. Committed to providing professional solutions for complex wealth structures and intergenerational inheritance through data-driven and long-term perspectives.

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