DAVID REGAN
Managing Director; West Region Head of Investments
& Advice
J.P. Morgan Private Bank
David Regan is head of investments and advice for the West Region at J.P. Morgan Private Bank overseeing nearly 60 investment specialists across 15 offices, covering clients across 10 states who work with institutional clients, families and foundations to address the unique requirements of significant assets. Within the Greater Los Angeles metro area, Regan oversees nearly 20 investors who manage approximately $60 billion of client assets. Regan is responsible for developing and managing relationships with clients, offering a highly attentive experience while addressing their investment needs.
Throughout his 25-year-long career at the firm, Regan has held various roles working with clients from around the world. He has served on the firm’s Strategy and Solutions team specializing in manager selection. Regan expertly guides his team to accomplish the overall mission of providing clients with a coordinated approach across their investments and broader wealth picture to meet their complex financial goals.
