Adrian CalderaAdrian Caldera, CFA ®Vice President, Liquidity Specialist
About Adrian
Adrian Caldera is a Vice President and Liquidity Specialist at J.P. Morgan Wealth Management.
The Liquidity Specialists are a team of dedicated, experienced professionals who partner with Advisors and their high-net-worth clients to address liquidity needs and develop bespoke cash management strategies that align with near- and long-term goals.
As a Field Partner, Adrian assists the Wealth Advisors in his market in creating tailored wealth plans for their clients. He begins by uncovering each individual's sophisticated scenario so he can design customized approaches that offer financial flexibility. Leveraging goals-based investing, he creates liquidity strategies that align with clients' short- and long-term objectives. His experience in the competitive landscape and underlying rate environment informs his recommendations and helps him position clients to enhance their cash yield.
During his decade in the finance industry, Adrian has garnered valuable experience from his roles in retail and private banking and wealth management for both domestic and international clients. Before joining J.P. Morgan, he was a Private Banker and Investment Professional at IDB where he assisted high- and ultra-high-net-worth individuals grow, protect and transition their wealth in an efficient manner.
Adrian graduated from Lynn University and holds a B.S. in International Business with a specialization in Finance. He is a CFA® Charterholder and holds FINRA Series 6, 7 and 63 securities licenses along with a life and health insurance license.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute
Insights
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