Deb Langford:Head of Black Wealth Initiatives,J.P. Morgan Private Bank Deb Langford was mindful of the impact of giving long before taking up her role as Head of Black Wealth Initiatives at J.P. Morgan. In her current function, Langford guides affluent members of the Black community in the growth and preservation of their wealth, and in leaving generational legacies. Following a career of driving results, excellence, and inclusion in media and entertainment, Langford pivoted to deliver enterprise-level outcomes in diversity initiatives.  Most recently, Langford was named a 2022 NAACP Changemaker Award honoree. Now that she has made her foray into the [...more...]

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...]

Jeff Kreisler: Head of Behavioral Science, J.P. Morgan Private BankJamie Hackleman: Family Governance and Senior Philanthropy Advisor, J.P. Morgan Private Bank With 16 people on four continents, the J.P. Morgan Philanthropy Centre team has deep and diverse expertise from the nonprofit world, business, government, and even the field of behavioral science. “My purpose is to help both clients and advisors understand how emotion and psychology impact decision making so that ultimately our clients can make better decisions to reach their goals,” says Jeff Kreisler, the Private Bank’s head of behavioral science, who works on both investment and philanthropy strategies. A [...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...]