Christopher Minghenelli Email & Phone Number

Philadelphia, Pennsylvania, United States

New York, New York, United States

New York, New York, United States

New York, Ny

Global Real Estate's Portfolio Management Team is tasked with performing comparative financial analysis to seek opportunities (acquisitions, dispositions, re-developments) to solve for occupancy needs, reduce expense to the firm and increase overall asset value.

Greater New York City Area

• Partner with three senior bankers to manage $2BN in assets for ultra high-net worth clients across the following: real estate, technology (entrepreneurs), finance, and endowments and foundations• Contributed to year over year revenue growth of 9% on assets under management, diversified across various investment, credit, and trust and estate product offerings• Create customized reports detailing asset allocation, risk / return profile, multi-asset class investment proposals, and… Show more • Partner with three senior bankers to manage $2BN in assets for ultra high-net worth clients across the following: real estate, technology (entrepreneurs), finance, and endowments and foundations• Contributed to year over year revenue growth of 9% on assets under management, diversified across various investment, credit, and trust and estate product offerings• Create customized reports detailing asset allocation, risk / return profile, multi-asset class investment proposals, and portfolio performance for clients and prospects• Routinely meet with clients to review portfolio performance and assist in tailoring investments to meet individual goals and objectives• Provide solutions across financial markets; speak to macro economic themes and J.P. Morgan’s market views Show less

Greater New York City Area

• Worked with senior leaders to define and drive strategic vision of asset aggregation, an initiative to enhance client interaction by providing advisors with holistic financial dashboard for use in executing investment decisions- Conducted due diligence of the aggregation industry and produced a competitive analysis of service providers to forecast how the various partnerships would benefit the advisors and clients of the Private Bank- Collaborated in the creation and presentation of… Show more • Worked with senior leaders to define and drive strategic vision of asset aggregation, an initiative to enhance client interaction by providing advisors with holistic financial dashboard for use in executing investment decisions- Conducted due diligence of the aggregation industry and produced a competitive analysis of service providers to forecast how the various partnerships would benefit the advisors and clients of the Private Bank- Collaborated in the creation and presentation of the strategic timeline, budget, and business need to the Private Bank Operating Committee for approval of an internal aggregation system• Developed and launched the “Grow Your Client Field Guide”: A comprehensive guide to foster relationships while completing the requirements of Know Your Client - KYC- Coordinated efforts of high performing advisors to articulate best practices in a guide to effective client communication and capturing opportunities- Led distribution and adoption of the guide through marketing and legal approval process and demonstrated insights through live presentation to over 300 advisors Show less

Mount Laurel, Nj

• Mentored by senior financial advisor who tailored investment strategies to client goals• Learned different risk profiles of clients• Completed administration work with clients on behalf of financial advisor• Prepared client materials, including research reports and quarterly updates