Dave Frame featured in Business Insider
Our CEO shares where and why the firm is expanding. Learn more about our growth plans all across the country, with a focus on California, Florida and Texas.
Read More世界顶尖专家量身定制的投资指导尽在掌握,独一无二的投资机会触手可及
我们围绕客户的需求制定投资策略——包括客户的目标、风险承受能力、流动性需求和投资风格。之后,我们利用整个公司的资源和专业知识为您制定个性化的策略,围绕您的需求提供量身打造的资产配置和实施计划
在投资的过程中,不存在可满足一切需要的单一解决方案——我们的平台可让您选择与我们合作的方式。我们的目标为本规划策略拥有高度个性化的优势,通过以下四个视角了解您的资产和抱负:流动资金、生活开支、财富传承和永续增长。这种策略帮助您将努力工作所积累的财富与您和家人所向往的生活步调一致
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Chief Executive Officer of the U.S. Private Bank
David Frame is Chief Executive Officer of J.P. Morgan U.S. Private Bank, one of the largest providers of wealth management services with more than $836 billion in client assets. He is also a member of the Asset & Wealth Management Operating Committee.
Prior to his current role, Mr. Frame served as the Global Head of Client Advice and Strategy for Wealth Management, responsible for developing and prioritizing investment and banking solutions across client channels globally. Previously, he served as Global Head of Capital Markets Solutions, one of the industry’s largest providers of investment solutions for private clients. Mr. Frame has also served as Head of the Private Bank’s Alternative Investments Group, and spent 11 years at J.P. Morgan Investment Bank on the Institutional Equity Trading Desks in New York and London.
Mr. Frame received a B.A. from Middlebury College in 1991 and currently resides in New Canaan, Connecticut, with his wife and three children.
Our CEO shares where and why the firm is expanding. Learn more about our growth plans all across the country, with a focus on California, Florida and Texas.
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