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Claudio Robertson

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Claudio Robertson

Executive Director | J.P. Morgan

San Diego, California, United States

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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.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Sustainability

Organisational experience

Corporate Experience

Startup Experience

Claudio Robertson

Work Experience

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Executive Director at

J.P. Morgan

July 2021 - Present

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Owner at

Upriver Capital Management, LLC

March 2020 - Present

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Financial Consultant at

Self Employed

June 2017 - March 2020

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Managing Director at

Investment Placement Group

January 2009 - May 2017

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Trader at

Barclays

October 2008 - September 2009

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Trader at

Lehman Brothers

April 2005 - October 2008

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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

mail

*****************@jpmorgan.com

Colleagues

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Nick Madden

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Nick Parras

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Nick Ryan

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