Thomas Walsh

Thomas Walsh is an Executive Director and Banker at J.P. Morgan Private Bank.1 In his role as a Banker, he is responsible for providing comprehensive advice and insights to clients across various financial areas, including:

1. Investing
2. Credit and lending
3. Trust and estate planning
4. Charitable giving

Thomas has a significant history with J.P. Morgan, having held several key positions within the company:

Career Progression

• Current Role: Executive Director and Banker at J.P. Morgan Private Bank
• Previous Positions:
  • Private Bank Client Advisor
  • Private Bank Mortgage Advisor

Professional Experience

Thomas has been with J.P. Morgan for over a decade, demonstrating a strong commitment to the company and expertise in private banking.2 His career trajectory includes:

• 2019 - present: Vice President at J.P. Morgan
• 2013 - 2018: Private Bank Mortgage Advisor at J.P. Morgan
• 2009 - 2013: Analyst at J.P. Morgan

Qualifications

Thomas Walsh holds the Certified Financial Planner (CFP®) designation, which indicates his expertise in financial planning and commitment to professional standards in the financial services industry.13

Through his various roles at J.P. Morgan, Thomas has gained extensive experience in working with high-net-worth individuals and families, providing them with tailored financial solutions and advice to help them achieve their financial goals.