Call Us! (561) 644-8315
  West Palm Beach, Fl 33419

  Call Us! (561) 644-8315
  West Palm Beach, Fl 33419

Email Template


JP Morgan Sponsors LBC Breakfast September 21st

Category: [CATEGORY]
Add to Calendar

JP Morgan is a Global Leader in financial services with over 240,000 employees, serving clients in over 100 countries, founded in 1871 by John Pierpont Morgan.

JP Morgan is the largest bank in the US with $2.8 trillion in assets.
The company and its Foundation give approximately $200 million annually to nonprofit organizations around the world.

Diego Urrutia is a Vice President and Client Advisor in the Palm Beach office of J.P. Morgan Private Bank. In this role, Mr. Urrutia delivers holistic advice and guidance, helping high net worth individuals and their families build, preserve, and manage their wealth for themselves and future generations. He works closely with his clients to gain an understanding of their personal financial goals. From there, he designs strategies that are tailored to address each client’s unique needs – from managing everyday banking to tax-aware borrowing opportunities, long-term investment planning and philanthropic giving.

RSVP for this LBC event

Leave a Comment