Ayla Kalani: Westlake Village and Santa Barbara Market Team Lead,J.P. Morgan Private Bank When Ayla Kalani joined J.P. Morgan Private Bank 10 years ago, the bank had high-net-worth clients throughout Southern California but only two offices to serve them. Today, the Private Bank recently expanded its presence to Santa Barbara, and no outpost is growing faster than the one on State Street. As other companies retrenched during the COVID-19 pandemic, J.P. Morgan set up shop in new locations.  “Two years ago, we decided it was the right time to get closer to this community, to really understand what’s keeping people [...more...]

Eva RhodesBanker for J.P. Morgan Private Bank, Santa Barbara A Donor-Advised Fund (DAF) can be a great strategy for charitable giving as it provides an easy, cost-effective way to give. One client who had been using a DAF had a $200mm liquidity event and engaged our team to not only work on the asset allocation, but to also discuss their philanthropic vision and desire to create high-impact programs. We immediately brought in a regional specialist from our Philanthropy Centre and set up an in-person meeting to discuss.  The family shared that they aspired to be more creative and independent in [...more...]