Colter Weil
Senior Associate, Investment Specialist at J.P. Morgan Private Bank | Los Angeles, California, United States
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Colter Weil serves as a Senior Associate and Investment Specialist at J.P. Morgan Private Bank, where he leverages the institution's extensive resources to provide tailored wealth management solutions for high-net-worth clients in the Los Angeles area. With a keen understanding of the complexities of sophisticated portfolio management, Colter excels in guiding clients through intricate investment decisions that align with their long-term financial goals. His role involves not only crafting bespoke investment strategies but also ensuring that clients benefit from J.P. Morgan's fortress balance sheet and global capabilities.
Colter is deeply involved in key projects that focus on integrating innovative investment products and services, including brokerage and advisory solutions offered through J.P. Morgan Securities LLC. His expertise in international business and trade allows him to navigate global markets effectively, providing clients with insights that are crucial for optimizing their portfolios in an ever-evolving economic landscape. Additionally, Colter's proficiency in tools like Salesforce Lightning and R Statistical Software enhances his ability to analyze market trends and client data, ensuring that he delivers informed recommendations.
His leadership and communication skills are instrumental in building strong relationships with clients, fostering trust and confidence in the wealth management process. Colter’s commitment to excellence and his strategic approach to investment management make him a valuable asset to both his clients and J.P. Morgan Private Bank, as he continues to help clients achieve their financial aspirations in a complex world.
Senior Associate, Investment Specialist at J.P. Morgan Private Bank in December 2023 to Present
Assistant Vice President at CION Investments in August 2022 to August 2023
Service Solutions Specialist at Fidelity Investments in March 2022 to August 2022
Customer Relationship Advocate at Fidelity Investments in January 2021 to March 2022
Partner at Rockmount Ranch Wear Mfg Co in December 2018 to January 2021
City Planning and Financial Analysis Intern at RiNo Art District in May 2019 to September 2019
M.D.C. Holdings Land Acquisition Intern at Richmond American Homes in May 2018 to August 2018
Tufts Student-Faculty Committee (Campus Planning and Development) at Tufts University in August 2017 to May 2018
Real Estate Development Intern at Allante Properties in May 2017 to August 2017
Marketing Intern at Shane Co. in May 2016 to August 2016
Community Partnerships Intern for Governor John Hickenlooper at State of Colorado in May 2014 to August 2015
Intern at Historic Denver, Inc. in September 2014 to May 2015
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Tufts University, Bachelor of Arts - BA, July 2026
George Washington High School IB Program, July 2026
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Salesforce Lightning
Real Estate
Financial Services
Analytical Skills
Writing
Marketing
Architectural Design
Urban Planning
Property Management
Community Outreach
Government
Real Estate Development
International Relations
International Business
International Development
International Marketing
International Trade
Entrepreneurship
Translation
Commercial Real Estate
Public Policy
Strategy
Design
Social Media
Finance
Business Development
Financial Analysis
Equity Trading
Microsoft Excel
Squarespace
QuickBooks
Microsoft Office
Microsoft PowerPoint
Microsoft Word
QuickBooks Online
Drupal
Google Suite
Fundraising
Leadership
Communication
Teamwork
Customer Service
Spanish
Website Building
Proformas
Community Partnership Development
Google Drive
R Computer Programming
R Statistical Software
Salesforce
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Discover more about J.P. Morgan Private BankWhat is Colter Weil email address?
Email Colter Weil at [email protected] and [email protected]. This email is the most updated Colter Weil's email found in 2026.
How to contact Colter Weil?
To contact Colter Weil send an email to [email protected] or [email protected]. (updated on August 25, 2024)
What company does Colter Weil work for?
Colter Weil works for J.P. Morgan Private Bank
What is Colter Weil's role at J.P. Morgan Private Bank?
Colter Weil is Senior Associate, Investment Specialist
What is Colter Weil's Phone Number?
Colter Weil's phone (213) ***-*305
What industry does Colter Weil work in?
Colter Weil works in the Financial Services industry.
Colter Weil Email Addresses
Colter Weil Phone Numbers
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