JPMorgan Private Bank names Catherine Keating as Global Head of Wealth Advisory and Fiduciary Services
New York, September 25, 2002-- JPMorgan Private Bank today announced that Catherine Keating has been named Global Head of Wealth Advisory and Fiduciary Services. She succeeds Debra Treyz, who was recently appointed as Head of the Private Bank for Europe, the Middle East and Africa. Over the next few months, Ms. Keating, currently based in Philadelphia, will transition to New York from her current role as head of JPMorgan Private Bank's Mid-Atlantic region comprising New Jersey, Upstate New York, Pennsylvania, Delaware, Maryland and Ohio. Prior to joining JPMorgan in 1996, Ms. Keating was a partner at Morgan, Lewis & Bockius LLP in Philadelphia.
"Catherine is among the most respected and knowledgeable trust and estate attorneys in the field and brings enormous skill and experience to this position," said Maria Elena Lagomasino, chairman and CEO of JPMorgan Private Bank, "She understands the complex wealth management needs of wealthy families and exemplifies the type of advisor that will lead our continuing efforts to deliver sophisticated, innovative advice to our clients."
The Wealth Advisory and Fiduciary Services Group is a global capability that provides expertise to clients of the Private Bank in structuring their assets and developing wealth plans, through Wealth Advisory Services, and in implementing plans as executor and trustee through Fiduciary Services. The global team comprises 31 wealth advisors and more than 500 fiduciary specialists located throughout the United States, Latin America, Europe and Asia.
"For more than 150 years, JPMorgan Private Bank has been helping our clients meet their personal and financial goals by providing sophisticated, objective advice on ways to acquire, manage and transfer assets across generations," said Catherine Keating. "I am thrilled to be leading this important effort which impacts our clients' families in both present and future generations."
Ms. Keating is a frequent author and lecturer on wealth planning issues. She has also been an adjunct member of the faculty of the University of Pennsylvania Law School, where she has taught federal estate and gift tax and estate planning courses. Ms. Keating serves on the boards of the Philadelphia Estate Planning Council, the World Affairs Council of Philadelphia, the Corporate Executive Board of the Philadelphia Museum of Art, and the Planned Giving Advisory Committee to the Philadelphia Orchestra. Additionally, in 2001 and 2002, she was named one of the country's top financial advisors by Worth Magazine.
JPMorgan Private Bank is a global financial leader providing integrated 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 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.
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.