Raphael Gonzalez
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Raphael Gonzalez Email & Phone Number

Managing Director, Banker at J.P. Morgan Private Bank at J.P. Morgan Private Bank
Location: New York City Metropolitan Area, United States 16 work roles 1 school
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Current company
Role
Managing Director, Banker at J.P. Morgan Private Bank
Location
New York City Metropolitan Area, United States
Company size

Who is Raphael Gonzalez? Overview

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Raphael Gonzalez is listed as Managing Director, Banker at J.P. Morgan Private Bank at J.P. Morgan Private Bank, a with 6623 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Raphael Gonzalez.

Raphael Gonzalez previously worked as Managing Director at J.P. Morgan Asset Management and Managing Director at Exos. Raphael Gonzalez studied at Vassar College.

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J.P. Morgan Private Bank

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Profile bio

About Raphael Gonzalez

As a Managing Director and Banker at J.P. Morgan Private Bank, I work closely with highly successful individuals, private equity and hedge fund principals, and multi-generational real estate families who seek the intellectual strength and fortress balance sheet of an industry powerhouse. I serve as an ally in exploring the breadth of opportunities my clients’ wealth provides, freeing them to focus on their busy professional lives.I recognize that as individuals accumulate assets, it becomes increasingly more critical to partner with an advisor who speaks their “language,” and who they can trust to care for their complex financial pictures. I draw from my background amid the fast-paced world of institutional markets to present recommendations for risk mitigation, diversification, tax and estate planning, and other sophisticated strategies employed by clients who have walked a similar path. I deliver direct access to specialist resources, alternative investments, private placements and private credit not typically available to individual investors. I bring a local perspective and a well-defined network to collaborate on synergies and ideas.

Current workplace

Raphael Gonzalez's current company

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J.P. Morgan Private Bank
J.P. Morgan Private Bank
Managing Director, Banker at J.P. Morgan Private Bank
New York, NY, US
Employees
6623
AeroLeads page
16 roles

Raphael Gonzalez work experience

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Managing Director, Banker At J.P. Morgan Private Bank

Greenwich, Connecticut, United States

J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). Insurance products 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 JPMorgan Chase & Co. (JPM). INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

Managing Director

Apr 2020 - Aug 2021

Managing Director/Capital Markets

Monticelloam, Llc

New York, New York

Nov 2018 - Mar 2020

Senior Managing Director

Angel Oak Capital

New York

May 2016 - Mar 2017

Managing Director

Senior Portfolio Manager for the Structured Product Proprietary Trading Desk. Product focus - CMBS, CLO's, Non Agency Mortgages, Agency CRTs

Mar 2014 - Dec 2015

Senior Portfolio Manager

Passport Capital

Senior Portfolio Manager for Mortgage Credit Strategy

May 2012 - Mar 2014

Managing Director

Greater New York City Area

Non Agency Residential Mortgage Trading Desk - Subprime, ABX, Small Balance Commercials

May 2007 - May 2012

Principal

Greater New York City Area

Non Agency Residential Mortgage Trading Desk

Mar 2005 - May 2007

Vice President

Greater New York City Area

Head Mortgage/ABS/CMBS Trader for multi billion dollar mortgage strategy.

Mar 1997 - Mar 2000
1 education record

Raphael Gonzalez education

FAQ

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Quick answers generated from the profile data available on this page.

What company does Raphael Gonzalez work for?

Raphael Gonzalez works for J.P. Morgan Private Bank.

What is Raphael Gonzalez's role at J.P. Morgan Private Bank?

Raphael Gonzalez is listed as Managing Director, Banker at J.P. Morgan Private Bank at J.P. Morgan Private Bank.

Where is Raphael Gonzalez based?

Raphael Gonzalez is based in New York City Metropolitan Area, United States while working with J.P. Morgan Private Bank.

What companies has Raphael Gonzalez worked for?

Raphael Gonzalez has worked for J.P. Morgan Private Bank, J.P. Morgan Asset Management, Exos, Monticelloam, Llc, and Performance Trust Capital Partners.

How can I contact Raphael Gonzalez?

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What schools did Raphael Gonzalez attend?

Raphael Gonzalez studied at Vassar College.

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