Executive Director, J.P. Morgan Private Bank
Years in current role: 3
What has been your organization’s biggest success over the past year?
Our biggest success has been not only navigating, but thriving in the post-COVID world we’re in. This past year we’ve grown our business and our team in Rochester. We’re capitalizing on partnerships within our organization to provide unique resources and tools to help our clients make the most of their money. Casey Fitzgerald continues to lead our Commercial Bank team locally and provides unique solutions to clients across our region. We also recently welcomed Romanda Gibson-Stevenson to our team as our first Community Manager for Chase in Rochester. Her experience and vision will deepen our impact in the community and provide more opportunities to improve financial health for our neighbors across the city.
What are your expectations for the next 6-12 months?
For the next 6-12 months we’re cautious about the global economy and markets in general, but here in Rochester we continue to see success stories as the business community continues to innovate. I have a lot of optimism when it comes to the types of progress our local business community can generate in the coming year, and maintain an optimistic long term outlook for the economy and markets overall.
What advice would you give somebody just starting out in your industry?
My advice would be to read as much as you can and listen to those around you. Pay particular attention to current events and the impacts that they have on business, markets and the world. I’d also encourage them to embrace challenges because the lessons you learn during difficult times you’ll carry with you for the rest of your career.
What is one personal goal you have for the next year?
This year I want to get out of the office a bit more and spend as much time as I can with friends and family. It would also be great to hike a few mountains in the Adirondacks.
What are your favorite things about Rochester?
It’s the people. The people are what make Rochester the strong and resilient city that it is. There is also important and incredible history here which I’ve always admired. I’m excited to see how we can build on some of our great history and lead Rochester into a new era of growth.