Investment Specialist
Current
Mar 2013 - Present
AeroLeads people directory · profile
John Caldwell Email & Phone Number
Investment Specialist
at
JPMorgan Chase
1 work email found
@jpmorgan.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Specialist
Location
Rochester, Michigan, United States
Company size
Who is John Caldwell? Overview
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Quick answer
John Caldwell is listed as Investment Specialist at JPMorgan Chase, a company with 286575 employees, based in Rochester, Michigan, United States. AeroLeads shows a work email signal at jpmorgan.com and a matched LinkedIn profile for John Caldwell.
John Caldwell previously worked as Chief Investment Officer at Freedom One Financial Group and Director of Portfolio Management at Ubs Wealth Management. John Caldwell holds Bba - Finance from Cleveland State University.
Company email context
Email format at JPMorgan Chase
This section adds company-level context without repeating John Caldwell's masked contact details.
{first_initial}{last}@jpmorgan.com
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AeroLeads found 1 current-domain work email signal for John Caldwell. Compare company email patterns before reaching out.
Profile bio
About John Caldwell
John Caldwell is an Investment Specialist in the Private Bank at JPMorgan. In this role, John advises clients and their families on all aspects of portfolio management. Working with an integrated team of Private Bankers, Capital Advisors and Wealth Advisors, John seeks investment solutions that help his clients achieve their financial goals.
Listed skills include Asset Managment, Portfolio Management, Investment Strategies, Investment Management, and 4 others.
Current workplace
John Caldwell's current company
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Jpmorgan Chase
5 roles
John Caldwell work experience
A career timeline built from the work history available for this profile.
Chief Investment Officer
Freedom One Financial Group
Nov 2010 - Dec 2012
Director Of Portfolio Management
I ran the UBS Managed Portfolio Advised by Gradison platform a proprietary asset management group with nearly $1.5B in assets for private client and institutional customers. Managed a staff of 7 Portfolio Managers as well as research and admin staff.
Sep 2007 - Mar 2010
Chief Investment Strategist
Investment Strategist for a $30B organization. Responsible for the firm's economic and capital market forecasts. Developed asset allocation strategies (both strategic and tactical), made sector recommendations and stock selections to implement macro forecasts. Managed a team of research analysts and portfolio managers. Primary public relations voice for.
May 2000 - Sep 2007
Research Director
Wayne Hummer Investments
Responsible for stock selection and equity strategy. Wrote detailed research reports for client consumption as well as monthly newsletter. Stock market generalist charged with finding high-quality, long-term investments for the private client area of the firm.
Oct 1998 - May 2000
Team & coworkers
Colleagues at JPMorgan Chase
Other employees you can reach at jpmorganchase.com. View company contacts for 286575 employees →
AK
Anita Keiser
Colleague at Jpmorgan ChaseCleveland, Ohio, United States, United States
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AR
Andrea Ramos
Colleague at Jpmorgan ChaseSan Antonio, Texas Metropolitan Area, United States
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US
Utkarsh Sharma
Colleague at Jpmorgan ChaseMumbai, Maharashtra, India, India
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KK
Kiran Kothari
Colleague at Jpmorgan ChaseMumbai, Maharashtra, India, India
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MD
Monali Desai
Colleague at Jpmorgan ChaseMumbai, Maharashtra, India, India
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RJ
Roshni Jha
Colleague at Jpmorgan ChaseBengaluru, Karnataka, India, India
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DB
Dr. Bhawna Rautaray
Colleague at Jpmorgan ChaseBengaluru, Karnataka, India, India
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KM
Kim Mcwatters
Colleague at Jpmorgan ChaseWilmington, Delaware, United States, United States
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MK
Maria Klikfeld
Colleague at Jpmorgan ChaseNew York City Metropolitan Area, United States
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DS
Debra Shackleton Antonangeli
Colleague at Jpmorgan ChaseConcord, Massachusetts, United States, United States
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Anita Keiser
Colleague at Jpmorgan ChaseCleveland, Ohio, United States, United States
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AR
Andrea Ramos
Colleague at Jpmorgan ChaseSan Antonio, Texas Metropolitan Area, United States
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US
Utkarsh Sharma
Colleague at Jpmorgan ChaseMumbai, Maharashtra, India, India
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KK
Kiran Kothari
Colleague at Jpmorgan ChaseMumbai, Maharashtra, India, India
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MD
Monali Desai
Colleague at Jpmorgan ChaseMumbai, Maharashtra, India, India
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RJ
Roshni Jha
Colleague at Jpmorgan ChaseBengaluru, Karnataka, India, India
View →
DB
Dr. Bhawna Rautaray
Colleague at Jpmorgan ChaseBengaluru, Karnataka, India, India
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KM
Kim Mcwatters
Colleague at Jpmorgan ChaseWilmington, Delaware, United States, United States
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MK
Maria Klikfeld
Colleague at Jpmorgan ChaseNew York City Metropolitan Area, United States
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DS
Debra Shackleton Antonangeli
Colleague at Jpmorgan ChaseConcord, Massachusetts, United States, United States
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2 education records
John Caldwell education
Bba - Finance
Material Science Engineering
FAQ
Frequently asked questions about John Caldwell
Quick answers generated from the profile data available on this page.
What company does John Caldwell work for?
John Caldwell works for JPMorgan Chase.
What is John Caldwell's role at JPMorgan Chase?
John Caldwell is listed as Investment Specialist at JPMorgan Chase.
What is John Caldwell's email address?
AeroLeads has found 1 work email signal at @jpmorgan.com for John Caldwell at JPMorgan Chase.
Where is John Caldwell based?
John Caldwell is based in Rochester, Michigan, United States while working with JPMorgan Chase.
What companies has John Caldwell worked for?
John Caldwell has worked for Jpmorgan Chase, Freedom One Financial Group, Ubs Wealth Management, Mcdonald Investments, and Wayne Hummer Investments.
Who are John Caldwell's colleagues at JPMorgan Chase?
John Caldwell's colleagues at JPMorgan Chase include Anita Keiser, Andrea Ramos, Utkarsh Sharma, Kiran Kothari, and Monali Desai.
How can I contact John Caldwell?
You can use AeroLeads to view verified contact signals for John Caldwell at JPMorgan Chase, including work email, phone, and LinkedIn data when available.
What schools did John Caldwell attend?
John Caldwell holds Bba - Finance from Cleveland State University.
What skills is John Caldwell known for?
John Caldwell is listed with skills including Asset Managment, Portfolio Management, Investment Strategies, Investment Management, Investment Advisory, Stock Market, Stock Picking, and Asset Allocation.
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