Head of Upstate New York, J.P. Morgan Private Bank, JPMorgan Chase & Co.
Years in current role: 3
What do you enjoy most about your role?
The people aspect of my role is great. My colleagues here in Rochester, and further across the organization, are incredibly smart, professional and collaborative. We’re fortunate to participate in people achieving their goals and we get to have wonderful clients who include thoughtful entrepreneurs, executives, and other professionals at the top of their fields. I also enjoy continuously learning. In our business, we benefit from following markets, current events, economic conditions, government policy and legislation, and commercial innovation. That is fun for me.
What has been the biggest challenge you’ve dealt with over the past year?
The COVID-19 situation continues to be the biggest challenge. In the first half of the year, many kids were still at home, and working parents were required to provide education support and childcare at the same time they worked. People continue to deal with challenging health and family situations. Hopefully with vaccines for kids and boosters for adults, things will continue to improve and get easier for everyone.
What do you see as the biggest changes in the banking and finance industry in the next 3-5 years?
Technology will continue to drive change in this industry. It will be critical to enhancing client interactions and experiences, making processes more efficient, and protecting clients as well. However, the use of technology will make it even more important for professionals to maintain that personal connection with clients through meaningful meetings and conversations.
What is the No. 1 tip you would give to people or companies about planning their finances amid uncertain times?
Simple recommendations always hold true: 1) Live within your means, whatever they may be. 2) Make a plan, and update your plan with advisors as the investment and tax landscape changes, or your personal situation changes. 3) Stay organized.
What community organizations do you support as a volunteer and why?
At this time of the year, I often think about the members of our community who are dealing with issues like mental illness and substance abuse. This year my family and I are supporting the East House and their mission to help people in recovery and on the road to living more fulfilling lives.
This profile is part of Rochester Business Journal's Power 30 Banking & Finance list for 2021. Information used in this profile was sourced from the honoree. View the full list at https://rbj.net/2021/12/17/rbjs-power-30-banking-finance/.