About Habib

Habib Ngom is a Vice President with J.P. Morgan Wealth Management.

He is responsible for planning and directing all day-today operations for The PDI Group, as well as managing client relationships and processing stock transactions. Committed to service excellence, Habib's goal in navigating all aspects of onboarding new clients is to make sure that the procedure is efficient and timely.

Habib has 24 years of experience in the financial services industry and joined a J.P. Morgan predecessor firm in 2003. Previously, he worked at CIBC Oppenheimer (2001–2003), where he first worked with Managing Director and Wealth Advisor Betsy Bliss. Before that, he worked at Robertson Stephens (2000–2001) as a syndicate coordinator. He began his career as a retirement specialist with Charles Schwab & Co. in San Francisco (1998–2000), where he planned and designed retirement products for families and small institutions.

Habib received a B.S. in Economics from San Francisco State University. Originally from Senegal, a Frenchspeaking country, he is fluent in both French and English, and has conversational ability in Spanish and a working knowledge of Arabic. He moved to the United States to study, and lived in New York City for a few years before relocating to the Bay Area. He lives in Oakland, CA, with his wife and two children.

Insights

Wealth Planning

What will you do if you suddenly become rich?

November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
Wealth Planning

A loving gift: The ethical will

November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
Outlook

Outlook 2025: Building on Strength | Key Takeaways

November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.