Susan Eckelmann Kizer

Susan Eckelmann Kizer Email and Phone Number

Executive Director, Investment Specialist @ J.P. Morgan Private Bank
Los Angeles, CA, US
Susan Eckelmann Kizer's Location
Los Angeles Metropolitan Area, United States
Susan Eckelmann Kizer's Contact Details

Susan Eckelmann Kizer work email

Susan Eckelmann Kizer personal email

n/a
About Susan Eckelmann Kizer

As a Vice President and Investment Specialist in J.P. Morgan’s Outsourced Chief Investment Office, I advise endowments, foundations and institutional families, helping them navigate a complex investment landscape. I serve as a trusted resource, delivering the full breadth of the firm’s portfolio management capabilities to each client.I am a former nonprofit strategist, and I draw on a decade of wealth management and consulting experience to build deep relationships with my clients, as well as a holistic understanding of their missions and investment objectives. I leverage the depth of J.P. Morgan’s resources—economists, specialists and market research teams—to develop strategic asset allocations and dynamically manage client portfolios.

Susan Eckelmann Kizer's Current Company Details
J.P. Morgan Private Bank

J.P. Morgan Private Bank

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Executive Director, Investment Specialist
Los Angeles, CA, US
Website:
jpmorgan.com
Employees:
75129
Susan Eckelmann Kizer Work Experience Details
  • J.P. Morgan Private Bank
    Executive Director, Investment Specialist
    J.P. Morgan Private Bank
    Los Angeles, Ca, Us
  • J.P. Morgan Private Bank
    Vice President, Investment Specialist
    J.P. Morgan Private Bank Sep 2022 - Present
    Greater Los Angeles, California, United States
    “J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co. (JPM). JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Annuities 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 JPM.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPM, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to these disclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile (including strategies or views) is intended for informational purposes only. It should not be relied upon as individually tailored advice and is not an offer to buy, hold or sell any investment, financial instrument or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. "Likes", "Favorites" or similar functionality on social media sites should not be considered a positive reflection of actual client experiences or services offered by JPM. Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.
  • Goldman Sachs
    Investment Advisor
    Goldman Sachs Jun 2019 - Sep 2022
    Greater Los Angeles Area
  • Eckelmann Consulting
    Founder & Principal
    Eckelmann Consulting Jul 2016 - Apr 2019
    Washington D.C. Metro Area
  • Goldman Sachs
    Summer Associate, Investment Management Division
    Goldman Sachs Jun 2018 - Aug 2018
  • World Bank Group
    Consulting Intern
    World Bank Group Jan 2018 - Mar 2018
    Washington D.C. Metro Area
  • Project Hope Alliance
    Development & Communications Manager
    Project Hope Alliance May 2015 - Dec 2016
    Orange County, California, United States
  • Project Hope Alliance
    Programs & Outreach Coordinator
    Project Hope Alliance May 2013 - May 2015
    Orange County, California
  • Project Hope Alliance
    Executive Assistant
    Project Hope Alliance Apr 2013 - May 2013
    Orange County, California

Susan Eckelmann Kizer Skills

Writing Public Speaking Impact Investing Non Profit Administration Sales Teaching Financial Modeling Data Analysis Communication Fundraising International Development Nonprofit Organizations Public Policy Program Management Marketing Nonprofits Program Evaluation Leadership Development Community Outreach Financial Analysis Program Development Quickbooks Management Public Relations Research Adobe Creative Suite French Grant Writing Analysis Philanthropy Investment Management Spanish

Susan Eckelmann Kizer Education Details

Frequently Asked Questions about Susan Eckelmann Kizer

What company does Susan Eckelmann Kizer work for?

Susan Eckelmann Kizer works for J.p. Morgan Private Bank

What is Susan Eckelmann Kizer's role at the current company?

Susan Eckelmann Kizer's current role is Executive Director, Investment Specialist.

What is Susan Eckelmann Kizer's email address?

Susan Eckelmann Kizer's email address is susi.kizer@gs.com

What schools did Susan Eckelmann Kizer attend?

Susan Eckelmann Kizer attended Georgetown University - The Mcdonough School Of Business, Washington And Lee University, Heritage Hall.

What skills is Susan Eckelmann Kizer known for?

Susan Eckelmann Kizer has skills like Writing, Public Speaking, Impact Investing, Non Profit Administration, Sales, Teaching, Financial Modeling, Data Analysis, Communication, Fundraising, International Development, Nonprofit Organizations.

Who are Susan Eckelmann Kizer's colleagues?

Susan Eckelmann Kizer's colleagues are Chayden Tibbitts, Jamichael Depper, Marsha Salman, João Carlos Palanca, حمودي الغامدي, Arzu Gumuskavak, Tim Risaliti.

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