Improver

Laura Davis

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

New Canaan, Connecticut

Laura is a Managing Director leading the Founders & Families team. She is committed to understanding clients' intent for their wealth and providing integrated strategies that are tailored to their goals including banking, investing, generational wealth planning and impactful philanthropic giving. Laura has over 25 years of experience covering entrepreneurs, hedge fund principals, institutional clients and multi-generational families.

Laura was named to the 2020 Barron's Top Advisor list, ranked fifth in Connecticut. In 2019, she was selected for J.P. Morgan Private Bank's inaugural Morgan Circle, which recognizes a small group of advisors for their exceptional performance. The Financial Times included Laura in its Top 100 Financial Advisors list in 2014.

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Experience:

• Managing Director - Senior Banker (J.P. Morgan)
• Vice President - Private Bank (JPMorgan Chase)
• Financial Advisor (Independent)

Skills:

• Hedge Funds
• Management
• Fixed Income
• Finance
• Alternative Investments
• Wealth Management
• Equities
• Wealth
• Asset Management
• Capital Markets
• Strategy
• Investment Management
• Investments
• Portfolio Management