Artwork

محتوای ارائه شده توسط Chris Powers. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Chris Powers یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
Player FM - برنامه پادکست
با برنامه Player FM !

#347 - Elaine Agather - Chairman of DFW Region @ JP Morgan Chase - How A Texas Cowgirl Became The Chairman Of JPMorgan Chase (DFW)

1:07:15
 
اشتراک گذاری
 

Manage episode 412800051 series 2469364
محتوای ارائه شده توسط Chris Powers. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Chris Powers یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

Elaine Agather is Chairman of the Dallas Region for JPMorgan Chase & Co. She also serves as the Central Region Head and Managing Director of The Private Bank at J.P. Morgan.

Elaine joined Chemical Bank of New York in 1979, working in London, San Francisco, and New York until she relocated to Dallas in 1984. After the 1986 merger of Chemical Bank and Texas Commerce Bank, Elaine was promoted to Chairman of Texas Commerce Bank in Fort Worth in 1992 and joined the Private Bank to manage client advisory groups across the state in 1997. In 1999, she was elected Chairman and CEO of Dallas.

On this episode, Elaine and Chris discuss:

- Working with Jamie Dimon

- Wealth Management 101

- Bank runs, cyber threats, AI, and the state of Banking

We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners.

https://www.thefortpod.com/survey

Topics

(00:00:00) - Intro

(00:03:43) - Elaine’s early career in banking

(00:15:40) - Taking over an underperforming bank

(00:18:46) - Elaine’s rodeo career

(00:28:11) - Working with Jamie Dimon

(00:31:17) - Wealth Management

(00:34:08) - How to transition wealth well

(00:39:07) - The process of bringing in a generationally wealthy client

(00:42:19) - The SVB & First Republic bank runs

(00:45:04) - How to find an exceptional wealth manager

(00:46:11) - Cyber threats, crypto & AI

(00:48:40) - The state of banking

(00:51:36) - DFW

(00:55:03) - How do you know you’ve done a good job?

(00:58:29) - Elaine’s 8: Get over it

Support our Sponsors

Juniper Square: https://bit.ly/45yiYUqFort Capital: https://bit.ly/FortCapital

Follow Fort Capital on LinkedIn: www.linkedin.com/company/fort-capital/

Chris on Social Media:

X: https://bit.ly/3BYIjcH

LinkedIn: https://bit.ly/45gIkFd

Watch The Fort on YouTube: https://bit.ly/3oynxNX

Visit our website: https://bit.ly/43SOvys

Leave a review on Apple: https://bit.ly/45crFD0

Leave a review on Spotify: https://bit.ly/3Krl9jO

The FORT is produced by Johnny Podcasts

  continue reading

367 قسمت

Artwork
iconاشتراک گذاری
 
Manage episode 412800051 series 2469364
محتوای ارائه شده توسط Chris Powers. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Chris Powers یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

Elaine Agather is Chairman of the Dallas Region for JPMorgan Chase & Co. She also serves as the Central Region Head and Managing Director of The Private Bank at J.P. Morgan.

Elaine joined Chemical Bank of New York in 1979, working in London, San Francisco, and New York until she relocated to Dallas in 1984. After the 1986 merger of Chemical Bank and Texas Commerce Bank, Elaine was promoted to Chairman of Texas Commerce Bank in Fort Worth in 1992 and joined the Private Bank to manage client advisory groups across the state in 1997. In 1999, she was elected Chairman and CEO of Dallas.

On this episode, Elaine and Chris discuss:

- Working with Jamie Dimon

- Wealth Management 101

- Bank runs, cyber threats, AI, and the state of Banking

We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners.

https://www.thefortpod.com/survey

Topics

(00:00:00) - Intro

(00:03:43) - Elaine’s early career in banking

(00:15:40) - Taking over an underperforming bank

(00:18:46) - Elaine’s rodeo career

(00:28:11) - Working with Jamie Dimon

(00:31:17) - Wealth Management

(00:34:08) - How to transition wealth well

(00:39:07) - The process of bringing in a generationally wealthy client

(00:42:19) - The SVB & First Republic bank runs

(00:45:04) - How to find an exceptional wealth manager

(00:46:11) - Cyber threats, crypto & AI

(00:48:40) - The state of banking

(00:51:36) - DFW

(00:55:03) - How do you know you’ve done a good job?

(00:58:29) - Elaine’s 8: Get over it

Support our Sponsors

Juniper Square: https://bit.ly/45yiYUqFort Capital: https://bit.ly/FortCapital

Follow Fort Capital on LinkedIn: www.linkedin.com/company/fort-capital/

Chris on Social Media:

X: https://bit.ly/3BYIjcH

LinkedIn: https://bit.ly/45gIkFd

Watch The Fort on YouTube: https://bit.ly/3oynxNX

Visit our website: https://bit.ly/43SOvys

Leave a review on Apple: https://bit.ly/45crFD0

Leave a review on Spotify: https://bit.ly/3Krl9jO

The FORT is produced by Johnny Podcasts

  continue reading

367 قسمت

همه قسمت ها

×
 
Loading …

به Player FM خوش آمدید!

Player FM در سراسر وب را برای یافتن پادکست های با کیفیت اسکن می کند تا همین الان لذت ببرید. این بهترین برنامه ی پادکست است که در اندروید، آیفون و وب کار می کند. ثبت نام کنید تا اشتراک های شما در بین دستگاه های مختلف همگام سازی شود.

 

راهنمای مرجع سریع