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Saturday, Dec 21, 2024

FINANCE: Woolridge, Arnold, Mexia, & Lee


Woolridge

Zach Woolridge has joined J.P. Morgan Private Bank in Los Angeles as a Vice President and Banker. Zach takes a full balance sheet approach to define each client’s individualized needs and how to reach their goals that they find most meaningful. Most recently, Zach joins us from Banc of California.
privatebank.jpmorgan.com/los-angeles



Arnold

Kirsten Arnold has joined J.P. Morgan Private Bank in South Bay as a Vice President and Banker. Kirsten partners closely with affluent individuals across South Bay to best craft catered strategies for navigating the complexities that come with significant wealth. Most recently, Kirsten joins us from Goldman Sachs.
privatebank.jpmorgan.com/south-bay



Mexia

Ricardo Mexia has joined J.P. Morgan Private Bank in Pasadena as a Vice President and Banker. Ricardo brings a high-touch approach to managing the wealth of affluent individuals across Southern California. He partners closely with ambitious wealth creators to establish first-time financial legacies. Ricardo joins us from Citi Private Bank.
privatebank.jpmorgan.com/pasadena



Lee

Frank Lee has joined J.P. Morgan Private Bank in Pasadena as an Executive Director and Banker. Frank specializes in providing comprehensive financial advisory services to clients, and partners closely with each of them to help navigate their sophisticated financial plans. Frank joins us from Miracle Mile Advisors.
privatebank.jpmorgan.com/pasadena

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