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Catherine Parisi
Executive Director at JP Morgan Wealth Management

Profile

Catherine helps create and articulate the needs and visions of the JPM wealth management business to UX designers and technologists who bring that vision to life. Joining JP Morgan in 2016, she leads the product and design teams for the new wealth management platform (Connect) dedicated to the front office.

She spent 7 years as a private banking advisor for high net worth and ultra-high net worth clients at Credit Suisse and UBS, advising on wealth management strategies and portfolio construction. Prior roles include wealth advisory, client service and product development.

Her educational background includes a Masters of Applied Innovation and Entrepreneurship, Graduate of Harvard Business School Program Leadership Development and a Masters of Finance.

Catherine is currently based in New York and has worked in London, Singapore and Melbourne.

Catherine Parisi's Network

Agenda Sessions

  • Behavioral Analytics for the Wealth Management Desktop

    , 10:10am

Speakers at this event