Stephen Grillo Email & Phone Number

New York, Ny, Us

New York, Ny, Us

Greater New York City Area

I am a Banker in the J.P. Morgan Private Bank. In my role, I provide wealth management advice, solutions, and services to high net worth individuals and their families to help them achieve their financial goals. I specialize in working with private business owners, corporate executives, not-for-profit organizations, and foundations. My areas of focus include banking, lending, investments, cash management, retirement saving, trust and estate planning, and charitable giving.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.

Greater New York City Area

- Monitored ballot inventory reports and data feeds to ensure accurate voting entitlements.- Facilitated client voting instructions and arrangements.- Coordinated account setup agreements with service providers.- Notified clients of upcoming events impacting their holdings.- Processed internal and external account requests.- Supported team efforts to achieve department goals and to complete projects.

Greater New York City Area

- Evaluated the firm's proxy policies and procedures and implemented amendments as needed.- Voted proxy ballots via multiple voting agent platforms utilizing company policies and research.- Engaged with corporate management, investor relations, interest groups, and vendors.- Investigated environmental, social, and governance issues and developments.- Negotiated vendor contracts and examined proxy service requirements.- Reported on compliance with the Principles of Responsible Investment.- Oversaw staff responsible for vote and corporate action execution.- Analyzed corporate actions for global securities to determine their impact to portfolios.- Responded to internal and client questions regarding proxy and corporate action issues.- Led project teams to establish new programs or to improve existing activities.- Prepared and presented material to show progress or recommendations to stakeholders.- Created or reformatted procedure documentation to be consistent with new standards.- Coordinated efforts to streamline processes, reduce risk, and implement quality controls.

Greater New York City Area

- Maintained a database of financial information by compiling significant elements of corporate quarterly and annual reports.- Wrote and edited business descriptions for The Value Line Investment Survey.- Final reports published with author credit within The Value Line Investment Survey.

Master Of Public Administration (Mpa)

Activities and Societies: Pi Alpha Alpha National Honor Society Member

Bba, Finance

Activities and Societies: Minor: Economics; Iona College Honors Program and Dean Scholar

Education record

Certificate in Ethics and Corporate Governance, 2009