Tag Archives: JP Morgan
Financial Security and Community Support
Financial Security and Community Support
Ayla Kalani: Westlake Village and Santa Barbara Market Team Lead,J.P. Morgan Private Bank When Ayla Kalani joined J.P. Morgan Private […more…]
The Behavioral Science Behind Charitable Giving
The Behavioral Science Behind Charitable Giving
Jeff Kreisler: Head of Behavioral Science, J.P. Morgan Private BankJamie Hackleman: Family Governance and Senior Philanthropy Advisor, J.P. Morgan Private […more…]
A Donor-Advised Fund in Action
A Donor-Advised Fund in Action
Eva RhodesBanker for J.P. Morgan Private Bank, Santa Barbara A Donor-Advised Fund (DAF) can be a great strategy for charitable […more…]
Eva Rhodes, Vice President and Banker of Santa Barbara’s J.P. Morgan Private Bank and Elizabeth Farnan Rodrigues, Founder and Principal of Elizabeth CPA, Inc. Join Dream Foundation
Dream Foundation
Rhodes and Rodrigues to join the National Board of Directors of the dream-granting organization Local businesswomen and philanthropists, Eva Rhodes […more…]