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Claudio Robertson
Claudio Robertson
Executive Director | J.P. Morgan
San Diego, California, United States
Claudio Robertson
Summary
Claudio Robertson is an accomplished Executive Director at J.P. Morgan Private Bank, where he leads the Hispanic Latino Wealth Strategy and serves a diverse clientele in Southern California. With a robust background in capital markets and asset management, he excels in guiding entrepreneurs and organizations through complex financial landscapes. Claudio is recognized as a leader in the Hispanic community, having been honored as one of the Top 50 Latino Leaders of Influence by The San Diego Business Journal. His commitment to mentorship is evident through his active roles on several boards, including the YMCA and the San Diego Museum of Art. Claudio's expertise spans multiple areas including investment banking and portfolio management, making him a versatile asset in the financial sector. He has a history of working in both corporate and entrepreneurial environments, showcasing his adaptability and broad skill set. His passion for community engagement and professional development drives his leadership style.
Claudio Robertson
Work Experience
Executive Director at
J.P. Morgan
July 2021 - Present
Owner at
Upriver Capital Management, LLC
March 2020 - Present
Financial Consultant at
Self Employed
June 2017 - March 2020
Managing Director at
Investment Placement Group
January 2009 - May 2017
Trader at
Barclays
October 2008 - September 2009
Trader at
Lehman Brothers
April 2005 - October 2008
Claudio Robertson
Education
San Diego State University
Frequently Asked Questions about Claudio Robertson
What is Claudio Robertson email address?
Claudio Robertson's primary email address is *****************@jpmorgan.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Claudio Robertson work for?
Claudio Robertson is a Executive Director at J.P. Morgan, a company specializing in Monetary Authorities-Central Bank.
Where Claudio Robertson graduated from?
Claudio Robertson holds a degree in from San Diego State University.
How can I directly contact Claudio Robertson?
To contact Claudio Robertson directly, you can use the email address *****************@jpmorgan.com. Complete contact information is available upon registration with Muraena.
Who is Claudio Robertson?
Claudio Robertson is an accomplished Executive Director at J.P. Morgan Private Bank, where he leads the Hispanic Latino Wealth Strategy and serves a diverse clientele in Southern California. With a robust background in capital markets and asset management, he excels in guiding entrepreneurs and organizations through complex financial landscapes. Claudio is recognized as a leader in the Hispanic community, having been honored as one of the Top 50 Latino Leaders of Influence by The San Diego Business Journal. His commitment to mentorship is evident through his active roles on several boards, including the YMCA and the San Diego Museum of Art. Claudio's expertise spans multiple areas including investment banking and portfolio management, making him a versatile asset in the financial sector. He has a history of working in both corporate and entrepreneurial environments, showcasing his adaptability and broad skill set. His passion for community engagement and professional development drives his leadership style.
Claudio`s contact details
*****************@jpmorgan.com
Colleagues
Executive Director - Product Innovation
Vice President
Vice President
Vice President
Managing Director
Vice President
Executive Director
Managing Director
Vice President
Executive Director: Debt Capital Markets