Geoffrey R. Berlin, CFP® '18 C-Suite Advisor Since 2018
Executive Director, Private Bank | J.P. Morgan Private Bank
J.P. Morgan Private Bank brings personalized insights to individuals and families across the globe. Mr. Geoff Berlin has over 13 years of industry experience advising clients on a range of complex wealth management matters, including family financial planning, portfolio construction, asset allocation, liability management, tax strategies, trust and estate planning, and charitable giving. He is part of a team in Los Angeles that oversees $3B+ in assets and specializes in advising private company owners before, during and after significant transition events. He earned his BA in International Economics with a certificate in personal financial planning from the University of California, Los Angeles, and was named to the San Fernando Valley Business Journal’s 2010 Top 40 Under 40 list. Mr. Berlin holds the CFP® designation and FINRA Series 7 and 66 licenses. He is an avid runner and enjoys travel and spending time with his wife and two children.