“J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co. (JPM). JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPM. INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPM, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to these disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile (including strategies or views) is intended for informational purposes only. It should not be relied upon as individually tailored advice and is not an offer to buy, hold or sell any investment, financial instrument or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. "Likes", "Favorites" or similar functionality on social media sites should not be considered a positive reflection of actual client experiences or services offered by JPM. Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm

Clarfeld is a leading wealth management firm and multi-family office and offers industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and foundations. Clarfeld can coordinate and manage all your family’s wealth and financial affairs using our customized and integrated planning and investment process that has fostered long-lasting client relationships through multiple market cycles.In January 2019, Clarfeld joined Citizens Bank resulting in the addition of banking, lending and mortgages to its broad array of high-end financial solutions. Clarfeld remains large enough to provide clients with critical mass in scope of services, expertise and research, while intimately focusing on each client’s unique circumstances