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Head of Digital Wealth Planning & Advice

Organization: JP Morgan Chase

Profession: Head



Author Bio

Sam is a Managing Director and an executive at J.P. Morgan Wealth Management which includes the digital, remote advice, branch-based and wirehouse wealth management businesses. As the Head of Digital Wealth Planning and Advice, Sam leads the Product, Design and Technology teams launching Wealth Plan –  a digital money coach.

In his previous role, Sam oversaw the direct-to-consumer investment business and led strategy for J.P. Morgan Wealth Management. Sam also served as the chair of Diversity and Inclusion programs.

Prior to joining JPMorgan Chase, Sam spent 10 years at McKinsey & Company advising CEOs and executives from leading retail banks and wealth management firms across the U.S. and Europe.

During a three-year sabbatical from the business world, Sam was a full-time actor and TV host.

In his free time, Sam enjoys kitesurfing, skiing and sailing, and is an avid musician. He is bilingual in Polish. Sam graduated from Harvard University with a degree in economics and a minor in computer science.

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CEO J.P. Morgan Wealth Management
1 place


Chief Executive Officer
1 place
CEO J.P. Morgan Wealth Management
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Chief Financial Officer at JPMorgan Chase
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Chairman and CEO
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Team Leader of Currencies, Commodities and Emerging Markets Research at J.P. Morgan.
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Engineer and Head of the FLARE Research group, JPMorgan Chase
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Distinguished Engineer and Head of Blockchain Engineering for Onyx by JPMorgan Chase
7 place
Executive Director, Corporate Media Relations at JPMorgan Chase
8 place


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GlobalNY.biz pays special attention to the activities of famous people: politicians, officials, businessmen, bankers, cultural and sports figures. Their opinion largely determines the development of political, social and economic life in New York. The section is constantly edited by our journalists for the relevance of information. Here you can find information about CEOs and presidents of top New York companies, officials and public figures who play a key role in the development of the region.
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