Our Office
What impact would you like to make? At J.P. Morgan Private Bank in Austin, we'll start there. We have been helping families like yours identify, manage and meet their financial goals for generations. Highly personalized banking. Wealth planning. Investing. Lending. And surrounding it all, advice tailored to your unique needs—to create the life and legacy you envision.
Our Leadership
Katie Owen
Executive Director, Banker
Our Team
Zach Culver
Vice President, Banker
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Taylor Millington
Vice President, Banker
Gaby Smith
Vice President, Banker
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James Barton
Associate, Banker
Mark Fisher
Vice President, Banker
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Chris Wieland
Vice President, Banker
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Erin Duffy
Associate, Banker
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Dreux L. Hargus
Vice President, Banker
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Alan Shaw
Vice President, Investor
Whitney Allen
Associate, Investor
Our commitment to Austin
JPMorgan Chase strongly believes in giving back to the regions where we do business, and we’re committed to supporting and strengthening the communities where we live and work. In 2019, our philanthropic commitment to the state included nonprofit grants of more than $17.8 million. We plan to continue expanding our investment in the community, and expect it to flourish well into the future.
J.P. Morgan’s support of Austin in 2019:
Below are a few examples of the partnerships we’ve created to expand access to opportunity and help more people in the community move up the economic ladder.
A $680,000 grant
to Seton Family of Hospitals supports a collaborative workforce development strategy to help fill in-demand healthcare positions for the Dell Seton Medical Center at The University of Texas.
A $250,000 grant
to Ending Community Homelessness Coalition (ECHO) for its Landlord Engagement Program, matching very low income households with vacant units in areas with access to transit, healthcare and employment.
A $100,000 grant
to the All Together ATX fund, which is designed to expand local capacity and provide emergency relief funds to address all aspects impacted by COVID-19.
A $50,000 grant
to DivInc supports the Startup Accelerator Program and assists underrepresented tech start up founders through a customized curriculum based on their specific needs and focus.
Community involvement
J.P. Morgan’s Women on the Move PowerHER Austin event promoted advancing women, empowering and inspiring them to seek success in their professional and personal lives through mentorship and the power of community.
Ms. Torabi (VO):
Today’s event, Women on the Move in Austin, is all about advancing women, period.
Ms. Saperstein (VO):
Bringing the community together, talk about the things that we work on as a business.
Ms. Garvey:
I want you all to repeat after me: The future is female.
Ms. Agather:
Every time I said, “I get to interview Laura Schwab, President of Aston Martin Americas,” they go, “It’s a woman?”
Ms. Schwab:
We’ve grown our business since I started over 300%.
Ms. Agather:
Wow.
Ms. Sampat:
I got 78 rejections, went from wanting to raise 5-7 million dollars to raising a lot more because it took so long that I raised the value of the company in the process.
Ms. Garvey:
We actually hold in our hands the ability to make all the changes that we want to see.
Ms. Torabi:
Two key takeaways from today’s event is: One, you are in control of your life. From my end, I think the more financial power you have, the more ability you have to make those choices…
Ms. Saperstein:
And the second is that woman have great perseverance. So, we heard from so many entrepreneurs and leaders talk about not stopping when they heard no, when they couldn’t get money for their businesses, but they just kept going. What resonated the most with me today is really seeing so many women and men come together here to really talk about how they could further each other.
Ms. Torabi:
I just love the intimacy. I love being able to connect so closely with women from one area.
Ms. Agather:
Zero percent when you got there were on the leadership team were women, correct?
Ms. Schwab:
That’s correct.
Ms. Agather:
Today?
Ms. Schwab:
50 percent…
Ms. Agather:
50 percent!
Ms. Schwab:
…female on our leadership team.
Ms. Agather:
50 percent!
Ms. Brogdon:
Who are those diamonds in the rough that you see a spark in them, you see something that has potential? And the more that we can help build them up, the better mentors and sponsors even that we can be.
Ms. Torabi (VO):
The power of community is not to be taken for granted.
Ms. Garvey:
Find your tribe. Find your people that are going to help you. And be part of other people’s tribes where you’re supporting and encouraging them.
Ms. Saperstein:
There’s support here not only from JPMorgan Chase, but from each other. And I really hope they left with a sense of encouragement and inspiration that we’re going to keep doing more, and that women will get there.
END
Side note:
Legal disclosures appear.
Text on screen:
Investment Products -
- Not FDIC Insured.
- No Bank Guarantee.
- May Lose Value.
Logo:
J.P.Morgan.
Side note:
Upbeat background music plays.
Text on screen:
JPMorgan Chase & Co. Women on the Move Presents - PowerHER. Austin 2020.
Powerful words…from leading female entrepreneurs.
On screen:
A montage of video clips shows a lively conference while participants narrate.
Ms. Torabi (VO):
Today’s event, Women on the Move in Austin, is all about advancing women, period.
Ms. Saperstein (VO):
Bringing the community together, talk about the things that we work on as a business.
Text on screen:
Empowerment.
On screen:
An entrepreneur wearing a white dress with a short black leather jacket, Melinda Garvey, speaks from a conference stage.
Text on screen:
Melinda Garvey, Chief Executive Officer and Founder, Austin Woman Magazine and On The Dot.
Ms. Garvey:
I want you all to repeat after me: The future is female.
On screen:
Elaine Agather, a senior executive with light hair and wearing a red pant suit, speaks at the conference. She sits in front of an audience with Ms. Schwab, a woman with long blonde hair dressed in dark business attire.
Text on screen:
Elaine Agather, South and Midwest Region Head J.P. Morgan Private Bank.
Ms. Agather:
Every time I said, “I get to interview Laura Schwab, President of Aston Martin Americas,” they go, “It’s a woman?”
Ms. Schwab:
We’ve grown our business since I started over 300%.
Text on screen:
Laura Schwab. President Aston Martin the Americas
Ms. Agather:
Wow.
On screen:
A sign reads “PowerHER Austin. JPMorgan Chase & Co. Women on the Move.” Then, an executive with black hair, Neha Sampat, speaks to an audience while on a discussion panel.
Text on screen:
Neha Sampat, Chief Executive Officer Contentstack.
Ms. Sampat:
I got 78 rejections, went from wanting to raise 5-7 million dollars to raising a lot more because it took so long that I raised the value of the company in the process.
Side note:
The audience applauds.
On screen:
A close-up of Ms. Garvey, on stage, at the conference.
Ms. Garvey:
We actually hold in our hands the ability to make all the changes that we want to see.
On screen:
Close-up of a woman with brown hair and a gold necklace, Farnoosh Torabi.
Text on screen:
Farnoosh Torabi, Chase Financial Education Ambassador.
Ms. Torabi:
Two key takeaways from today’s event is: One, you are in control of your life. From my end, I think the more financial power you have, the more ability you have to make those choices…
On screen:
A dark-haired senior executive, Sam Saperstein.
Text on screen:
Sam Saperstein, Global Head of Women on the Move, JPMorgan Chase & Co.
Ms. Saperstein:
And the second is that woman have great perseverance. So, we heard from so many entrepreneurs and leaders talk about not stopping when they heard no, when they couldn’t get money for their businesses, but they just kept going. What resonated the most with me today is really seeing so many women and men come together here to really talk about how they could further each other.
On screen:
As video clips show conference participants engaged in informative discussion panels, Ms. Torabi narrates.
Ms. Torabi:
I just love the intimacy. I love being able to connect so closely with women from one area.
Text on screen:
Leadership.
On screen:
In front of an audience, Ms. Agather speaks with Ms. Schwab.
Ms. Agather:
Zero percent when you got there were on the leadership team were women, correct?
Ms. Schwab:
That’s correct.
Ms. Agather:
Today?
Ms. Schwab:
50 percent…
Side note:
Ms. Agather looks out at her the audience.
Ms. Agather:
50 percent!
Ms. Schwab:
…female on our leadership team.
Side note:
The audience applauds.
Ms. Agather:
50 percent!
On screen:
At a panel discussion, Ms. Saperstein smiles at her guest, an executive with short black hair, Sharon Brogdon.
Text on screen:
Sharon Brogdon, Head of Diversity and Inclusion, RetailMeNot.
Ms. Brogdon:
Who are those diamonds in the rough that you see a spark in them, you see something that has potential? And the more that we can help build them up, the better mentors and sponsors even that we can be.
On screen:
A montage of the Women on the Move conference shows women taking notes during a talk and conference participants interacting with attendees in between events.
Ms. Torabi (VO):
The power of community is not to be taken for granted.
On screen:
A diverse group of women (and a few men) mingle and network at the Conference Center. Then on stage, Ms. Garvey speaks to an audience.
Ms. Garvey:
Find your tribe. Find your people that are going to help you. And be part of other people’s tribes where you’re supporting and encouraging them.
On screen:
Close-up of Ms. Saperstein.
Ms. Saperstein:
There’s support here not only from JPMorgan Chase, but from each other. And I really hope they left with a sense of encouragement and inspiration that we’re going to keep doing more, and that women will get there.
On screen:
A montage shows: Ms. Torabi delivering a presentation in front of a screen reading: "Proudly be your biggest financial advocate"; Ms. Saperstein giving a talk; a panel discussion featuring one man and four women; and a sign reading: "JPMorgan Chase & Co. Women on the Move."
Text on screen:
JPMorgan Chase & Co.
To learn more visit: JPMORGANCHASE.COM/WOTM
Side note:
Legal disclosures appear.
Text on screen:
The information presented is being provided for informational and educational purposes only. It is not intended nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy.
“J.P. Morgan Private Bank” is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide. JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (“JPMS”), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co.
Copyright 2020 JPMorgan Chase & Co. All rights reserved.
END
The D10 decathlon is bringing together working professionals—including 6 members of our Austin office—to push their physical limits while raising money for pediatric cancer research. Watch to learn more about the Austin team and their commitment to the community.
Mr. Feinstein:
The Austin D10 is a very intensive, athletic competition.
Ms. Thomas:
It’s not just about us, it’s something much bigger than us.
Mr. Millington:
It was just fun getting together with everyone before the sun even comes up.
Mr. Feinstein:
I feel very passionate about the cause. Memorial Sloane Kettering is the largest pediatric cancer institute in the United States.
Mr. Wieland:
When I think about the kids that the funds benefit, I think about the love that I feel when I look into my children’s eyes.
Mr. Millington:
It kinda gets you choked up thinking about that so many different families have had to fight through this. And it just feels like one of the toughest things anyone has to go through. And so you really feel for someone when they’re going through that.
Mr. Hargus:
There’s certainly parallels between the camaraderie in the office and also what we see in the gym.
Mr. Millington:
So much of what we’re doing in the gym, we’re doing together. Having each other’s back. And that’s similar to what we go through at work.
Ms. Thomas:
To get to work with people who are super-smart, super-driven, super-competitive. And we get to do that every day here in the office.
Mr. Weiland:
At J.P. Morgan, part of the reason I joined the team here is because of the true teamwork model that we have. That involves picking each other up after some hard times and also challenging each other when we’re all doing well.
Ms. Thomas:
I love Austin—I am a Texas Longhorn.
Mr. Weiland:
I love Austin because I was born here. And there’s a deep-rooted cause within me and within my family as far as who we’re helping, the people that we see, and the changes that are happening in that community.
Ms. Thomas:
Between the lifestyle, the food, the live music, I don’t really know what there is not to love about Austin.
Mr. Fisher:
We’re really invested in our community and it really means a lot to me that we’re willing to spend our time outside the office and come together. Have a little fun but really raise money for such a great cause.
Mr. Hargus:
We’re really excited to be there from the ground up and really be the foundation of an active community.
Mr. Feinstein:
At the end of the day, this is about Memorial Sloane Kettering and the great work that they’re doing in pediatric cancer research.
Mr. Wieland:
I’d love to take the momentum built this year and carry that into subsequent years, and just keep growing.
END
Side note:
Determined string music plays.
Text on screen:
J.P. Morgan Private Bank.
On screen:
Five men and one woman gather at Show Up Fitness, a spacious high-end gym with equipment for strength-training and plyometric exercises. Then, the group warms up with stretching exercises.
Side note:
A man gives coaching directions.
Man:
That should stay flat and my chest should stay tall.
On screen:
A close-up of a man with black hair and a dark blazer, Stephen Feinstein.
Mr. Feinstein:
The Austin D10 is a very intensive, athletic competition.
On screen:
A woman with long brown hair and a pink blazer, Taylor Thomas.
Text on screen:
Taylor Thomas, Analyst, J.P. Morgan Private Bank.
Ms. Thomas:
It’s not just about us, it’s something much bigger than us.
On screen:
A man with dark hair, light eyes, and a blue shirt, Taylor Millington.
Text on screen:
Taylor Millington, Vice President, J.P. Morgan Private Bank.
Mr. Millington:
It was just fun getting together with everyone before the sun even comes up.
On screen:
A short montage shows a researcher with brown hair in a laboratory. She looks through her microscope. Then, a close-up of Mr. Feinstein.
Text on screen:
Stephen Feinstein, Executive Director, J.P. Morgan Private Bank.
Mr. Feinstein:
I feel very passionate about the cause. Memorial Sloane Kettering is the largest pediatric cancer institute in the United States.
On screen:
A man with dark slicked back hair and a blue checkered blazer, Chris Wieland.
Text on screen:
Chris Wieland, Vice President, J.P. Morgan Private Bank.
Mr. Wieland:
When I think about the kids that the funds benefit, I think about the love that I feel when I look into my children’s eyes.
On screen:
Close-up of Mr. Millington.
Mr. Millington:
It kinda gets you choked up thinking about that so many different families have had to fight through this. And it just feels like one of the toughest things anyone has to go through. And so you really feel for someone when they’re going through that.
Side note:
Motivational percussion music plays.
On screen:
A montage shows Stephen Feinstein and the other J.P. Morgan executives training hard at the gym. Then, close-up of a man with light-brown hair and blue eyes, Dreux Hargus.
Text on screen:
Dreux Hargus, Vice President, J.P. Morgan Private Bank.
Mr. Hargus:
There’s certainly parallels between the camaraderie in the office and also what we see in the gym.
On screen:
Close-up of Mr. Millington.
Mr. Millington:
So much of what we’re doing in the gym, we’re doing together. Having each other’s back. And that’s similar to what we go through at work.
On screen:
At the gym, the J.P. Morgan executives (in black work-out cloths) do muscle stretches and paleo fitness movements, like crawling sideways on their hands and feet. Then, a close-up of Ms. Thomas.
Ms. Thomas:
To get to work with people who are super-smart, super-driven, super-competitive. And we get to do that every day here in the office.
On screen:
An office door displays a sign reading "J.P. Morgan." Then, a close-up of Mr. Wieland.
Mr. Weiland:
At J.P. Morgan, part of the reason I joined the team here is because of the true teamwork model that we have. That involves picking each other up when we have some hard times and also challenging each other when we’re all doing well.
Side note:
Country music plays.
On screen:
A mural, on an outdoor wall, shows a giant painting of a postcard, reading: "Greetings from Austin - Capitol of Texas." Then, a close-up of Ms. Thomas.
Ms. Thomas:
I love Austin—I am a Texas Longhorn.
On screen:
Austin's sleek skyscrapers stretch up toward a clear blue sky. Then, a close-up of Mr. Weiland.
Mr. Weiland:
I love Austin because I was born here. And there’s a deep-rooted cause within me and within my family as far as who we’re helping, the people that we see, and the changes that are happening in that community.
On screen:
Close-up of Ms. Thomas.
Ms. Thomas:
Between the lifestyle, the food, the live music, I don’t really know what there is not to love about Austin.
On screen:
A montage shows people biking and kayaking in a sunny park surrounded by green trees. Then, close-up of a man with short dark hair, Mark Fisher.
Text on screen:
Mark Fisher, Vice President, J.P. Morgan Private Bank.
Mr. Fisher:
We’re really invested in our community and it really means a lot to me that we’re willing to spend our time outside the office and come together. Have a little fun but really raise money for such a great cause.
On screen:
A man examines vials in a laboratory. He wears a white lab coat marked "Memorial Sloan Kettering Cancer Center." Then, a close-up of Mr. Hargus.
Side note:
The determined string music plays again.
Mr. Hargus:
We’re really excited to be there from the ground up and really be the foundation of an active community.
On screen:
A montage shows a large JPMorgan Chase & Co. building, Sloan Kettering researchers in their lab filling different sized test tubes, and the J.P. Morgan executives using training machines at the gym. Next, a close-up of Mr. Feinstein.
Mr. Feinstein:
At the end of the day, this is about Memorial Sloane Kettering and the great work that they’re doing in pediatric cancer research.
On screen:
Close-up of Mr. Wieland.
Mr. Wieland:
I’d love to take the momentum built this year and carry that into subsequent years, and just keep growing.
On screen:
After intensive training at the gym, the six athletic executives stand together, place their hands on their hips, and smile.
Side note:
Legal disclosures appear.
Text on screen:
This video/material has been prepared for informational purposes only, and it is not an offer or solicitation for any product or service. The individual views expressed are those of the speakers/authors and do not necessarily reflect the views of J.P. Morgan, or any of its affiliates or employees.
There can be no assurance that the professionals currently employed by JPMorgan Chase Bank, N.A. will continue to be employed by JPMorgan Chase Bank, N.A.
"J.P. Morgan Private Bank" is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide.
Copyright 2019 JPMorgan Chase & Co. All rights reserved.
END
Women to Watch
Congratulations to JPMorgan Chase's Austin leading women, Ashley Brueckner, Lana Macrum, Monique McGillen, Kim Rose and Yvette Ruiz - they've been recognized as women to watch! Learn about how the firm is working to champion women across the world and the wealth spectrum via Austin Woman.
Read More