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.


Takes place
Takes place
In rating
Takes place
In rating

Mentioned together

46th President of the United States
1 place
Crown Prince of Saudi Arabia
2 place

Profile statistic

Companies rating
Major League Baseball (MLB)
70 Persons
National Football League (NFL)
40 Persons
National Basketball Association (NBA)
36 Persons
Morgan Stanley
20 Persons
Ultimate Fighting Championship (UFC)
20 Persons
19 Persons
United States House of Representatives
17 Persons
White House
16 Persons
15 Persons
Foot Locker
14 Persons 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.
The goal of the project is to create a comfortable information space for all market actors, as well as to acquaint the readership with business people in New York.
We have created an impressive database of people in New York, which contains information about a career path, education and other important information about a person.
Thanks to automatic counting of the number of mentions of a person in the news sections " New York News ”and“ New York Press Releases ”on the portal the rating of popularity and influence of persons is formed. The team monitors rating changes and rewards project participants for their success. In general, the rating of participants is based on an in-depth analysis of the activity of PR services of famous people, and also reflects the qualitative state of the information field formed by the media and press services around the organization.
Business People of New York is a project about people who, through their ideas, words and deeds, have a great influence on the development and prosperity of New York.
Alena Potapova

Development Director
Died this year
Born this year