Patrick Schaffer

As a Senior Investor in J.P. Morgan’s Private Bank,Patrick is responsible for advising, crafting, and implementing investment strategy for high net worth families, individuals, foundations, and privately held businesses.He previously served as a member of the US Portfolio Construction Team and Opportunity Calls Team which are responsible for the Private Bank’s strategic and tactical asset allocation decisions and idea generation. With twenty years of financial markets experience including time in J.P. Morgan’s Private Bank, Investment Bank, and as an equity analyst at two hedge funds, Patrick is also currently an Adjunct Faculty Member at Villanova University’s Department of Finance teaching finance and accounting. A frequent guest in the media, Patrick has appeared on CNBC, Yahoo Finance, Street.com, Cheddar TV and is often quoted in numerous publications including the Wall Street Journal, Reuters, Associated Press, Los Angeles Times, and the Los Angeles Business Journal. Patrick holds a BA from Johns Hopkins University, an MS from Villanova University, and has earned the CFA designation from the CFA Institute. Patrick is a member of the CFA Society of Los Angeles, actively volunteers with LA Alliance for College Ready Public Schools, is a board member for the Kathy and Frank Baxter Family foundation, and lives in Los Angeles with his wife and son. Proactively supporting families with multigenerational wealth in all their financial service needs from trust & estate work and investment implementation to lending and day-to-day banking is the perfect role for Patrick as it combines his passion for people, service, economics, markets, and finance.