PALMER Sam
Person
PALMER Sam

PALMER
Sam

Head of Digital Wealth Planning & Advice

Organization: JP Morgan Chase

Profession: Head

Content

Biography

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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Mentioned together

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