JPMorgan hires San Francisco investment banker for Private Bank
San Francisco, July 10, 2002–- The JPMorgan Private Bank announced today that Robert A. Keller has joined the firm as Managing Director in San Francisco. Mr. Keller, a veteran investment banker, joins the firm from Rosewood Capital, a private equity firm based in San Francisco, where he was a General Partner.
"Robert is an especially strong addition to our leadership team in San Francisco. Northern California is one of the largest and fastest growing markets for the JPMorgan Private Bank, and one in which there is a particularly close partnership between the investment bank and the private bank," said Zachary W. Hulsey, Chairman and CEO of JPMorgan Trust Company, N.A., and Head of Private Banking for JPMorgan in San Francisco and the surrounding western states. "Robert's private equity experience coupled with his extensive investment banking expertise, speaks to the sophisticated set of solutions we provide to our private clients as well as the multi-disciplinary, team-based approach we use in addressing highly varied client needs."
"The last decade has seen not only unprecedented opportunities for wealth creation but equally unprecedented threats to existing wealth, particularly for clients whose assets have remained concentrated in a single stock or asset class. In the private bank, our goal is to help our clients both maximize and preserve their wealth on the terms with which they are comfortable given the prevailing market and economic environment," said Robert Keller. "I am pleased to be joining my private banking and investment banking colleagues so I can deliver the exceptional capabilities of the JPMorgan Private Bank to the benefit of our clients."
Mr. Keller, 40, is returning to JPMorgan after spending the past two years as a General Partner at Rosewood Capital, a San Francisco-based private equity firm focused on consumer and business services companies. Mr. Keller joined Hambrecht & Quist (today known as JPMorgan) in 1995, and was responsible for building and managing the firm's Internet investment banking practice through February 2000. He began his banking career in 1992 with Citicorp Securities in New York, where he specialized in leveraged lending and high yield finance for the bank's media and entertainment clients.
JPMorgan Private Bank is a global financial leader providing advice and customized solutions to wealthy individuals and their families. The firm leverages its broad capabilities in investing, tax and estate planning, family office management, philanthropy, credit, and special advisory services to help our clients advance toward their own particular goals. For more than 150 years, the Private Bank's comprehensive and integrated approach, commitment to innovation and integrity, and focus on client service have made JPMorgan the advisor of choice to those of significant wealth around the world. Worth Magazine recently selected JPMorgan as number one in private banking.
JPMorgan Private Bank is the marketing name for the private banking business conducted by J.P. Morgan Chase & Co. and its subsidiaries. Services may be provided by JPMorgan Chase Bank or J.P. Morgan Trust Company, N.A., members FDIC. Brokerage and investment services are provided by non-bank affiliates: J.P. Morgan Advisors Inc., J.P. Morgan Advisory Services Inc., J.P. Morgan Securities Inc. or J.P. Morgan Securities of Texas, Inc., all members SIPC.