Christian ParfitChristian ParfitVice PresidentWealth Advisor
About Christian
Christian Parfit is a Vice President at J.P. Morgan, providing capital markets access to families and private institutions.
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He takes a holistic approach to their balance sheet, leveraging the global platform to provide:
Investment strategies
>> Asset management and discretionary mandates
>> Market execution: equities, fixed income, foreign exchange and options
>> Hypothecation and paid security lending
Banking & lending
>> Deposit accounts and a full suite of banking capabilities
>> Mortgages, security backed lending & margin
>> Bridge financing & custom lending
Investment bank partnership
>> Industry coverage
>> Mergers & acquisitions
>> Capital markets
>> Corporate financial advisory
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Before joining J.P. Morgan, Christian was a Vice President at UBS, where he held several roles within the Global Wealth Management division. He operated from both South and North America to provide institutional and wealth management capabilities to select clients from the U.S. and Bermuda.
Christian completed his M.S. at the University of Miami School of Business and earned a B.A. at Wake Forest University. Passionate about participating in the development of the next generation of students and professionals, he recently completed his term as a board member of the University of Miami Leadership Institute.