Eric Lindquist Email & Phone Number

Denver, Colorado

Private Bank Managing Director leading comprehensive discovery-focused wealth management business. Demonstrated success delivering top and bottom-line growth (+26% CAGR) achieved through execution of strategic vision encompassing financial planning, investment management, banking, insurance and fiduciary engagement practices with clients and prospects. Effective team management through highly-disciplined sales management and performance coaching maximizing individual performance and goal achievement. Collaborative leader within a matrix model and partnerships with Commercial, Real Estate Capital, Business Banking and Retail. Achieved “Market of the Year” in 2019 and 2020 and personally achieved “Signature Circle” chairman’s award in 2019, 2020 and 2021; (both, the most prestigious firm-wide recognition) attributed to leadership, collaboration, financial performance.

Multi-State And International Markets

Senior management role leading an $8 billion division consisting of teams of wealth management advisors delivering comprehensive solutions to domestic and international clients. Responsible for top-line and bottom-line growth achieved through a disciplined coaching culture driving a client-engagement model to retain, expand and acquire new relationships across the wealth management platform. Recognized for managing to the culture, effective coaching, accountability, building high-performing teams and disciplined leadership achieving results. Span of responsibilities includes full P&L, compliance, risk management, sales and performance coaching across banking, investment management, brokerage, fiduciary and planning business platforms.

Leading a multi-platform JPMorgan Private Bank wealth management team delivering comprehensive solutions across investments, banking and trust services.

Denver, Colorado

Managing Director

Master’S Degree, Finance

Bachelor Of Science, Business, Finance