PALMER Sam

PALMER
Sam

Head of Digital Wealth Planning & Advice

JP Morgan Chase

In the rating #3 Head

Connections 3

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

CEO J.P. Morgan Wealth Management
# 4809

Colleagues

Chief Financial Officer at JPMorgan Chase
# 1118
Chairman and CEO
# 1576
Chief Executive Officer
# 2036
Team Leader of Currencies, Commodities and Emerging Markets Research at J.P. Morgan.
# 2809
Engineer and Head of the FLARE Research group, JPMorgan Chase
# 3507
Distinguished Engineer and Head of Blockchain Engineering for Onyx by JPMorgan Chase
# 3556
Executive Director, Corporate Media Relations at JPMorgan Chase
# 3571
Chief Financial Officer (CFO) of JPMorgan Chase
# 4654
Chief executive offcer of Consumer Lending at JP Morgan Chase
# 4671
Chief executive officer (CEO) of the asset and wealth management division of J.P. Morgan
# 4688
President and Chief Operating Officer of JPMorgan Chase
# 4704
CEO J.P. Morgan Wealth Management
# 4809

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